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 | $145,121 | $95,438+52.1% | $135,982+6.7% | $74,473+94.9% |
| Participation rate | 95.7% | 78.2%+17.4pp | 81.9%+13.7pp | 70.7%+24.9pp |
| Annual return | 27.69% | 32.61%-4.9pp | 68.32%-40.6pp | 34.36%-6.7pp |
| Employer contribution / active EE | $13,577 | $3,878+250.1% | $4,859+179.4% | $2,638+414.6% |
| Participant deferral / active EE | $0 | $7,790-100.0% | $7,760-100.0% | $4,530-100.0% |
| Admin fee / account holder | $0 | $259-100.0% | $10,767-100.0% | $347-100.0% |