Filed August 6, 2021
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,231 | $53,837+26.7% | $75,714-9.9% | $85,847-20.5% |
| Participation rate | 93.5% | 69.1%+24.5pp | 74.8%+18.7pp | 69.3%+24.2pp |
| Annual return | 13.28% | 24.54%-11.3pp | 104.62%-91.3pp | 318.61%-305.3pp |
| Employer contribution / active EE | $4,676 | $2,017+131.8% | $2,744+70.5% | $2,565+82.3% |
| Participant deferral / active EE | $3,340 | $2,895+15.4% | $3,820-12.6% | $3,952-15.5% |
| Admin fee / account holder | $0 | $3,339-100.0% | $3,619-100.0% | $6,261-100.0% |