Filed December 13, 2021
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,376 | $77,677-44.2% | $109,188-60.3% | $79,389-45.4% |
| Participation rate | 98.6% | 67.8%+30.8pp | 75.9%+22.7pp | 70.7%+27.9pp |
| Annual return | 28.67% | 23.44%+5.2pp | 25.76%+2.9pp | 116.89%-88.2pp |
| Employer contribution / active EE | $16,235 | $2,798+480.2% | $3,723+336.1% | $2,428+568.7% |
| Participant deferral / active EE | $0 | $3,517-100.0% | $4,654-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $732-100.0% | $6,755-100.0% | $626-100.0% |