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 | $173,940 | $86,225+101.7% | $146,649+18.6% | $86,828+100.3% |
| Participation rate | 89.3% | 78.0%+11.3pp | 80.1%+9.2pp | 72.3%+17.0pp |
| Annual return | 131.21% | 31.23%+100.0pp | 22.75%+108.5pp | 97.95%+33.3pp |
| Employer contribution / active EE | $4,311 | $2,392+80.2% | $4,137+4.2% | $2,406+79.2% |
| Participant deferral / active EE | $0 | $4,245-100.0% | $5,506-100.0% | $4,132-100.0% |
| Admin fee / account holder | $2 | $195-99.1% | $10,281-100.0% | $170-98.9% |