Filed October 3, 2022
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,193 | $89,465+32.1% | $165,071-28.4% | $77,736+52.0% |
| Participation rate | 99.6% | 78.6%+20.9pp | 78.6%+20.9pp | 70.6%+29.0pp |
| Annual return | 24.05% | 28.86%-4.8pp | 70.17%-46.1pp | 31.26%-7.2pp |
| Employer contribution / active EE | $3,452 | $2,565+34.6% | $4,347-20.6% | $2,728+26.5% |
| Participant deferral / active EE | $0 | $4,904-100.0% | $6,035-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $340-100.0% | $12,695-100.0% | $433-100.0% |