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 | $195,699 | $127,689+53.3% | $146,866+33.3% | $65,191+200.2% |
| Participation rate | 96.5% | 68.4%+28.2pp | 82.5%+14.0pp | 63.0%+33.5pp |
| Annual return | 16.71% | 22.89%-6.2pp | 102.85%-86.1pp | 51.24%-34.5pp |
| Employer contribution / active EE | $16,423 | $4,150+295.8% | $4,425+271.2% | $2,400+584.3% |
| Participant deferral / active EE | $0 | $6,458-100.0% | $7,759-100.0% | $2,671-100.0% |
| Admin fee / account holder | $0 | $1,041-100.0% | $13,620-100.0% | $907-100.0% |