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 | $65,051 | $88,122-26.2% | $141,197-53.9% | $67,582-3.7% |
| Participation rate | 96.4% | 76.5%+19.9pp | 82.5%+13.9pp | 71.3%+25.1pp |
| Annual return | 32.76% | 75.40%-42.6pp | 71.41%-38.6pp | 378.57%-345.8pp |
| Employer contribution / active EE | $5,458 | $3,224+69.3% | $4,736+15.2% | $2,148+154.1% |
| Participant deferral / active EE | $0 | $5,958-100.0% | $6,710-100.0% | $3,539-100.0% |
| Admin fee / account holder | $0 | $131-100.0% | $10,265-100.0% | $142-100.0% |