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 | $87,024 | $42,917+102.8% | $60,899+42.9% | $68,495+27.1% |
| Participation rate | 97.3% | 66.8%+30.6pp | 73.1%+24.2pp | 67.9%+29.4pp |
| Annual return | -15.39% | -13.99%-1.4pp | 16.92%-32.3pp | -7.84%-7.5pp |
| Employer contribution / active EE | $13,822 | $1,979+598.6% | $2,702+411.5% | $2,596+432.3% |
| Participant deferral / active EE | $8,458 | $2,867+195.0% | $3,817+121.6% | $4,028+110.0% |
| Admin fee / account holder | $3 | $3,102-99.9% | $3,225-99.9% | $5,403-99.9% |