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 | $195,482 | $89,093+119.4% | $102,434+90.8% | $77,736+151.5% |
| Participation rate | 98.3% | 80.9%+17.4pp | 76.5%+21.8pp | 70.6%+27.7pp |
| Annual return | 22.10% | 25.03%-2.9pp | 29.46%-7.4pp | 31.26%-9.2pp |
| Employer contribution / active EE | $10,031 | $2,699+271.6% | $3,023+231.8% | $2,728+267.7% |
| Participant deferral / active EE | $0 | $5,147-100.0% | $5,055-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $236-100.0% | $9,462-100.0% | $433-100.0% |