Filed December 22, 2020 (most recent of 6 filings on file)
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,667 | $50,956+95.6% | $96,570+3.2% | $86,821+14.8% |
| Participation rate | 99.7% | 65.2%+34.5pp | 69.8%+29.9pp | 72.3%+27.4pp |
| Annual return | 34.47% | 21.27%+13.2pp | 37.79%-3.3pp | 97.94%-63.5pp |
| Employer contribution / active EE | $5,464 | $1,111+391.9% | $2,357+131.8% | $2,406+127.1% |
| Participant deferral / active EE | $0 | $2,954-100.0% | $3,849-100.0% | $4,132-100.0% |
| Admin fee / account holder | $0 | $166-100.0% | $6,182-100.0% | $170-100.0% |