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 | $46,158 | $208,526-77.9% | $96,538-52.2% | - |
| Participation rate | 98.8% | 66.0%+32.8pp | 74.3%+24.4pp | - |
| Annual return | 21.85% | 18.23%+3.6pp | 35.74%-13.9pp | - |
| Employer contribution / active EE | $9,461 | $2,182+333.5% | $3,740+152.9% | - |
| Participant deferral / active EE | $0 | $4,056-100.0% | $4,880-100.0% | - |
| Admin fee / account holder | $4 | $13,060-100.0% | $6,737-99.9% | - |