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 | $167,813 | $53,165+215.6% | $86,235+94.6% | $74,473+125.3% |
| Participation rate | 99.5% | 64.9%+34.7pp | 69.0%+30.6pp | 70.7%+28.8pp |
| Annual return | 18.45% | 22.64%-4.2pp | 1170.03%-1151.6pp | 34.36%-15.9pp |
| Employer contribution / active EE | $7,049 | $1,210+482.6% | $2,381+196.0% | $2,638+167.2% |
| Participant deferral / active EE | $0 | $3,234-100.0% | $3,987-100.0% | $4,530-100.0% |
| Admin fee / account holder | $0 | $551-100.0% | $6,856-100.0% | $347-100.0% |