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 | $245,824 | $59,220+315.1% | $96,572+154.5% | $79,389+209.6% |
| Participation rate | 96.4% | 61.9%+34.5pp | 69.8%+26.6pp | 70.7%+25.7pp |
| Annual return | 95.60% | 27.08%+68.5pp | 37.79%+57.8pp | 116.89%-21.3pp |
| Employer contribution / active EE | $6,746 | $1,216+454.6% | $2,357+186.2% | $2,428+177.8% |
| Participant deferral / active EE | $0 | $2,948-100.0% | $3,850-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $659-100.0% | $6,183-100.0% | $626-100.0% |