Filed November 9, 2021
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $195,482 | $88,982+119.7% | $102,438+90.8% | $77,671+151.7% |
| Participation rate | 98.3% | 80.9%+17.4pp | 76.5%+21.8pp | 70.6%+27.7pp |
| Annual return | 22.10% | 25.01%-2.9pp | 29.37%-7.3pp | 31.21%-9.1pp |
| Employer contribution / active EE | $10,031 | $2,698+271.8% | $3,024+231.8% | $2,726+267.9% |
| Participant deferral / active EE | $0 | $5,144-100.0% | $5,054-100.0% | $4,648-100.0% |
| Admin fee / account holder | $0 | $236-100.0% | $9,448-100.0% | $430-100.0% |