Filed April 22, 2021
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,799 | $84,936+43.4% | $111,303+9.4% | $79,390+53.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 77.3%+22.7pp | 70.7%+29.3pp |
| Annual return | 13.16% | 17.45%-4.3pp | 54.66%-41.5pp | 116.86%-103.7pp |
| Employer contribution / active EE | $7,331 | $1,979+270.4% | $2,731+168.4% | $2,428+202.0% |
| Participant deferral / active EE | $0 | $3,888-100.0% | $4,488-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $537-100.0% | $7,965-100.0% | $626-100.0% |