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 | $167,241 | $99,201+68.6% | $96,544+73.2% | $74,473+124.6% |
| Participation rate | 93.9% | 80.7%+13.2pp | 76.0%+17.9pp | 70.7%+23.2pp |
| Annual return | 17.03% | 22.40%-5.4pp | 25.88%-8.9pp | 34.36%-17.3pp |
| Employer contribution / active EE | $7,520 | $2,570+192.6% | $2,966+153.5% | $2,638+185.0% |
| Participant deferral / active EE | $0 | $4,938-100.0% | $4,851-100.0% | $4,530-100.0% |
| Admin fee / account holder | $0 | $225-100.0% | $8,254-100.0% | $347-100.0% |