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 | $48,314+151.4% | $67,561+79.8% | $80,925+50.1% |
| Participation rate | 98.5% | 66.4%+32.1pp | 72.9%+25.6pp | 67.7%+30.8pp |
| Annual return | 12.84% | 18.28%-5.4pp | 3525.44%-3512.6pp | 35.65%-22.8pp |
| Employer contribution / active EE | $16,318 | $2,022+707.1% | $2,735+496.7% | $2,756+492.1% |
| Participant deferral / active EE | $9,269 | $2,927+216.7% | $4,003+131.5% | $4,299+115.6% |
| Admin fee / account holder | $3 | $3,690-99.9% | $4,006-99.9% | $6,940-100.0% |