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 | $124,686 | $64,909+92.1% | $82,312+51.5% | $62,293+100.2% |
| Participation rate | 98.4% | 74.9%+23.5pp | 76.9%+21.5pp | 69.5%+28.9pp |
| Annual return | 27.95% | 21.18%+6.8pp | 25.88%+2.1pp | 28.90%-0.9pp |
| Employer contribution / active EE | $8,124 | $1,676+384.7% | $2,428+234.6% | $2,042+297.8% |
| Participant deferral / active EE | $0 | $3,103-100.0% | $3,706-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $440-100.0% | $5,608-100.0% | $479-100.0% |