Filed January 23, 2021
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,828 | $64,176-52.0% | $112,263-72.5% | $66,949-54.0% |
| Participation rate | 97.9% | 68.4%+29.5pp | 75.1%+22.9pp | 69.8%+28.1pp |
| Annual return | 7.43% | -13.80%+21.2pp | 27.49%-20.1pp | 1.57%+5.9pp |
| Employer contribution / active EE | $1,484 | $3,007-50.6% | $3,636-59.2% | $2,545-41.7% |
| Participant deferral / active EE | $0 | $3,694-100.0% | $4,729-100.0% | $4,239-100.0% |
| Admin fee / account holder | $1 | $626-99.9% | $6,410-100.0% | $594-99.9% |