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 | $110,483+77.1% | $145,433+34.6% | $79,634+145.7% |
| Participation rate | 96.5% | 71.1%+25.4pp | 82.1%+14.4pp | 62.5%+34.1pp |
| Annual return | 16.71% | 24.62%-7.9pp | 66.58%-49.9pp | 36.46%-19.8pp |
| Employer contribution / active EE | $16,423 | $4,053+305.2% | $4,554+260.6% | $2,529+549.3% |
| Participant deferral / active EE | $0 | $7,216-100.0% | $7,897-100.0% | $3,835-100.0% |
| Admin fee / account holder | $0 | $680-100.0% | $13,129-100.0% | $1,002-100.0% |