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 | $99,184 | $60,165+64.9% | $74,184+33.7% | $55,167+79.8% |
| Participation rate | 98.3% | 74.2%+24.2pp | 76.6%+21.7pp | 69.0%+29.3pp |
| Annual return | 18.09% | 10.00%+8.1pp | 17.74%+0.4pp | 169.23%-151.1pp |
| Employer contribution / active EE | $8,534 | $1,600+433.5% | $2,370+260.1% | $1,963+334.8% |
| Participant deferral / active EE | $0 | $2,973-100.0% | $3,550-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $419-100.0% | $5,586-100.0% | $504-100.0% |