Filed May 25, 2021
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,157 | $42,548+166.0% | $74,551+51.8% | $56,289+101.0% |
| Participation rate | 100.0% | 60.5%+39.5pp | 69.1%+30.9pp | 69.9%+30.1pp |
| Annual return | -4.57% | 12.40%-17.0pp | 32.53%-37.1pp | -9.96%+5.4pp |
| Employer contribution / active EE | $5,944 | $855+595.2% | $1,961+203.1% | $2,111+181.6% |
| Participant deferral / active EE | $0 | $2,277-100.0% | $3,108-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $467-100.0% | $5,059-100.0% | $521-100.0% |