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 | $48,284+151.6% | $67,524+79.9% | $80,911+50.1% |
| Participation rate | 98.5% | 66.4%+32.1pp | 72.9%+25.6pp | 67.6%+30.8pp |
| Annual return | 12.84% | 18.27%-5.4pp | 3519.41%-3506.6pp | 35.63%-22.8pp |
| Employer contribution / active EE | $16,318 | $2,021+707.2% | $2,734+496.9% | $2,756+492.1% |
| Participant deferral / active EE | $9,269 | $2,927+216.7% | $4,001+131.6% | $4,297+115.7% |
| Admin fee / account holder | $3 | $3,688-99.9% | $4,001-99.9% | $6,935-100.0% |