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 | $104,757 | $46,599+124.8% | $64,101+63.4% | $75,173+39.4% |
| Participation rate | 97.1% | 65.9%+31.1pp | 72.3%+24.7pp | 67.2%+29.9pp |
| Annual return | 18.06% | 26.06%-8.0pp | 33.72%-15.7pp | 160.72%-142.7pp |
| Employer contribution / active EE | $14,919 | $1,975+655.3% | $2,749+442.8% | $2,671+458.6% |
| Participant deferral / active EE | $9,680 | $2,837+241.2% | $3,881+149.4% | $4,126+134.6% |
| Admin fee / account holder | $34 | $2,956-98.9% | $3,070-98.9% | $5,651-99.4% |