Filed June 1, 2021
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $195,699 | $112,596+73.8% | $152,301+28.5% | $64,728+202.3% |
| Participation rate | 96.5% | 63.6%+32.9pp | 82.4%+14.1pp | 57.9%+38.6pp |
| Annual return | 16.71% | 23.76%-7.0pp | 80.50%-63.8pp | 49.38%-32.7pp |
| Employer contribution / active EE | $16,423 | $3,716+341.9% | $4,624+255.1% | $2,243+632.3% |
| Participant deferral / active EE | $0 | $6,075-100.0% | $8,004-100.0% | $2,729-100.0% |
| Admin fee / account holder | $0 | $996-100.0% | $14,398-100.0% | $1,145-100.0% |