Filed April 7, 2022 (most recent of 2 filings on file)
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $187,403 | $55,446+238.0% | $155,574+20.5% | $74,429+151.8% |
| Participation rate | 98.1% | 61.9%+36.2pp | 78.2%+19.9pp | 67.2%+30.9pp |
| Annual return | 11.42% | 269.20%-257.8pp | 64.87%-53.4pp | 1368.38%-1357.0pp |
| Employer contribution / active EE | $9,745 | $2,266+330.0% | $4,676+108.4% | $2,625+271.3% |
| Participant deferral / active EE | $7,857 | $2,836+177.0% | $5,629+39.6% | $4,348+80.7% |
| Admin fee / account holder | $34 | $1,743-98.0% | $15,914-99.8% | $1,944-98.2% |