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 | $49,869 | $64,176-22.3% | $112,263-55.6% | $66,949-25.5% |
| Participation rate | 98.7% | 68.4%+30.2pp | 75.1%+23.6pp | 69.8%+28.9pp |
| Annual return | -6.66% | -13.80%+7.1pp | 27.49%-34.2pp | 1.57%-8.2pp |
| Employer contribution / active EE | $15,418 | $3,007+412.8% | $3,636+324.0% | $2,545+505.7% |
| Participant deferral / active EE | $0 | $3,694-100.0% | $4,729-100.0% | $4,239-100.0% |
| Admin fee / account holder | $0 | $626-100.0% | $6,410-100.0% | $594-100.0% |