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 | $141,782 | $72,303+96.1% | $86,698+63.5% | $64,824+118.7% |
| Participation rate | 99.0% | 80.4%+18.6pp | 76.6%+22.4pp | 71.5%+27.5pp |
| Annual return | 16.72% | 392.77%-376.1pp | 35.96%-19.2pp | 32.84%-16.1pp |
| Employer contribution / active EE | $6,066 | $2,393+153.5% | $2,837+113.8% | $2,507+141.9% |
| Participant deferral / active EE | $0 | $4,660-100.0% | $4,656-100.0% | $4,311-100.0% |
| Admin fee / account holder | $0 | $174-100.0% | $7,492-100.0% | $188-100.0% |