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 | $116,131 | $82,188+41.3% | $125,391-7.4% | $64,824+79.1% |
| Participation rate | 97.3% | 77.9%+19.4pp | 82.4%+14.9pp | 71.5%+25.9pp |
| Annual return | 31.50% | 3.50%+28.0pp | 572.41%-540.9pp | 32.84%-1.3pp |
| Employer contribution / active EE | $13,252 | $3,617+266.3% | $4,816+175.2% | $2,507+428.6% |
| Participant deferral / active EE | $0 | $7,177-100.0% | $7,448-100.0% | $4,311-100.0% |
| Admin fee / account holder | $0 | $163-100.0% | $10,009-100.0% | $188-100.0% |