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 | $89,663 | $104,336-14.1% | $159,487-43.8% | $86,821+3.3% |
| Participation rate | 99.5% | 77.7%+21.8pp | 82.8%+16.7pp | 72.3%+27.2pp |
| Annual return | 22.17% | 26.32%-4.2pp | 263.71%-241.5pp | 97.94%-75.8pp |
| Employer contribution / active EE | $6,544 | $3,451+89.6% | $4,831+35.4% | $2,406+172.0% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $7,354-100.0% | $4,132-100.0% |
| Admin fee / account holder | $0 | $172-100.0% | $10,804-100.0% | $170-100.0% |