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 | $72,806 | $100,801-27.8% | $149,745-51.4% | $73,412-0.8% |
| Participation rate | 98.5% | 77.7%+20.8pp | 82.5%+16.1pp | 72.2%+26.4pp |
| Annual return | 14.99% | 265.34%-250.3pp | 276.72%-261.7pp | 59.30%-44.3pp |
| Employer contribution / active EE | $5,980 | $3,312+80.6% | $4,646+28.7% | $2,234+167.7% |
| Participant deferral / active EE | $0 | $6,404-100.0% | $6,843-100.0% | $3,806-100.0% |
| Admin fee / account holder | $0 | $181-100.0% | $9,312-100.0% | $158-100.0% |