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 | $65,650 | $46,599+40.9% | $64,101+2.4% | $75,173-12.7% |
| Participation rate | 91.5% | 65.9%+25.6pp | 72.3%+19.2pp | 67.2%+24.3pp |
| Annual return | 15.59% | 26.06%-10.5pp | 33.72%-18.1pp | 160.72%-145.1pp |
| Employer contribution / active EE | $5,512 | $1,975+179.1% | $2,749+100.6% | $2,671+106.4% |
| Participant deferral / active EE | $3,937 | $2,837+38.8% | $3,881+1.5% | $4,126-4.6% |
| Admin fee / account holder | $0 | $2,956-100.0% | $3,070-100.0% | $5,651-100.0% |