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 | $120,485 | $65,034+85.3% | $90,970+32.4% | $79,856+50.9% |
| Participation rate | 96.9% | 61.6%+35.3pp | 69.0%+27.9pp | 69.6%+27.3pp |
| Annual return | 26.51% | 30.45%-3.9pp | 134.60%-108.1pp | 31.71%-5.2pp |
| Employer contribution / active EE | $7,444 | $1,247+496.7% | $2,122+250.8% | $2,471+201.2% |
| Participant deferral / active EE | $0 | $2,512-100.0% | $3,373-100.0% | $3,741-100.0% |
| Admin fee / account holder | $0 | $4,536-100.0% | $5,961-100.0% | $5,306-100.0% |