Filed March 5, 2021
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,471 | $48,277+151.6% | $67,511+79.9% | $80,874+50.2% |
| Participation rate | 98.5% | 66.4%+32.1pp | 72.9%+25.6pp | 67.6%+30.8pp |
| Annual return | 12.84% | 18.27%-5.4pp | 3517.41%-3504.6pp | 35.62%-22.8pp |
| Employer contribution / active EE | $16,318 | $2,021+707.4% | $2,733+497.2% | $2,756+492.2% |
| Participant deferral / active EE | $9,269 | $2,926+216.8% | $4,000+131.7% | $4,297+115.7% |
| Admin fee / account holder | $3 | $3,687-99.9% | $3,999-99.9% | $6,935-100.0% |