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 | $154,716 | $42,367+265.2% | $79,583+94.4% | $64,824+138.7% |
| Participation rate | 99.5% | 64.7%+34.7pp | 69.5%+30.0pp | 71.5%+28.0pp |
| Annual return | 67.02% | -12.24%+79.3pp | 0.16%+66.9pp | 32.84%+34.2pp |
| Employer contribution / active EE | $11,383 | $1,181+864.2% | $2,414+371.6% | $2,507+354.0% |
| Participant deferral / active EE | $0 | $3,168-100.0% | $3,986-100.0% | $4,311-100.0% |
| Admin fee / account holder | $0 | $160-100.0% | $6,835-100.0% | $188-100.0% |