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 | $133,009 | $65,447+103.2% | $86,690+53.4% | $66,923+98.7% |
| Participation rate | 97.2% | 75.5%+21.8pp | 76.6%+20.6pp | 69.8%+27.4pp |
| Annual return | 3.43% | -10.89%+14.3pp | 35.93%-32.5pp | 1.58%+1.8pp |
| Employer contribution / active EE | $8,953 | $2,154+315.7% | $2,837+215.6% | $2,545+251.8% |
| Participant deferral / active EE | $0 | $4,101-100.0% | $4,656-100.0% | $4,237-100.0% |
| Admin fee / account holder | $1 | $642-99.9% | $7,490-100.0% | $593-99.9% |