Filed April 20, 2021
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,035 | $93,182-53.8% | $146,647-70.7% | $79,389-45.8% |
| Participation rate | 100.0% | 76.4%+23.6pp | 80.1%+19.9pp | 70.7%+29.3pp |
| Annual return | 141.33% | 21.61%+119.7pp | 22.75%+118.6pp | 116.89%+24.4pp |
| Employer contribution / active EE | $5,383 | $2,420+122.5% | $4,137+30.1% | $2,428+121.7% |
| Participant deferral / active EE | $0 | $4,169-100.0% | $5,506-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $585-100.0% | $10,281-100.0% | $626-100.0% |