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 | $134,120 | $65,378+105.1% | $87,103+54.0% | $65,186+105.7% |
| Participation rate | 98.7% | 75.3%+23.4pp | 76.9%+21.8pp | 70.2%+28.5pp |
| Annual return | 19.66% | 31.28%-11.6pp | 28.19%-8.5pp | 29.39%-9.7pp |
| Employer contribution / active EE | $6,543 | $1,823+259.0% | $2,521+159.5% | $2,177+200.6% |
| Participant deferral / active EE | $0 | $3,389-100.0% | $4,049-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $520-100.0% | $7,491-100.0% | $847-100.0% |