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 | $48,337+151.3% | $67,560+79.8% | $80,959+50.0% |
| Participation rate | 98.5% | 66.4%+32.0pp | 72.9%+25.5pp | 67.7%+30.8pp |
| Annual return | 12.84% | 18.26%-5.4pp | 3533.50%-3520.7pp | 35.67%-22.8pp |
| Employer contribution / active EE | $16,318 | $2,023+706.8% | $2,737+496.3% | $2,757+491.9% |
| Participant deferral / active EE | $9,269 | $2,928+216.5% | $4,004+131.5% | $4,300+115.5% |
| Admin fee / account holder | $3 | $3,695-99.9% | $3,994-99.9% | $6,925-100.0% |