Filed March 10, 2021
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,298 | $78,419+6.2% | $133,982-37.8% | $73,415+13.5% |
| Participation rate | 97.4% | 78.6%+18.8pp | 79.8%+17.6pp | 72.2%+25.2pp |
| Annual return | 1383.90% | 33.35%+1350.5pp | 45.10%+1338.8pp | 59.30%+1324.6pp |
| Employer contribution / active EE | $4,975 | $2,044+143.4% | $3,919+26.9% | $2,234+122.7% |
| Participant deferral / active EE | $0 | $3,925-100.0% | $5,047-100.0% | $3,806-100.0% |
| Admin fee / account holder | $0 | $161-99.7% | $8,930-100.0% | $158-99.7% |