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 | $131,987 | $88,186+49.7% | $165,071-20.0% | $74,459+77.3% |
| Participation rate | 100.0% | 73.1%+26.9pp | 78.6%+21.4pp | 67.2%+32.8pp |
| Annual return | 22.92% | 17.13%+5.8pp | 70.17%-47.3pp | 1369.70%-1346.8pp |
| Employer contribution / active EE | $4,983 | $2,600+91.6% | $4,347+14.6% | $2,626+89.8% |
| Participant deferral / active EE | $0 | $4,505-100.0% | $6,035-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $2,234-100.0% | $12,695-100.0% | $1,945-100.0% |