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 | $181,495 | $106,230+70.9% | $147,080+23.4% | $77,736+133.5% |
| Participation rate | 96.4% | 78.4%+18.1pp | 82.2%+14.3pp | 70.6%+25.9pp |
| Annual return | 23.78% | 56.91%-33.1pp | 420.17%-396.4pp | 31.26%-7.5pp |
| Employer contribution / active EE | $16,311 | $4,072+300.5% | $4,933+230.6% | $2,728+498.0% |
| Participant deferral / active EE | $0 | $8,001-100.0% | $8,066-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $338-100.0% | $12,989-100.0% | $433-100.0% |