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 | $55,470+237.8% | $155,556+20.5% | $74,478+151.6% |
| Participation rate | 98.1% | 61.9%+36.2pp | 78.2%+19.9pp | 67.2%+30.9pp |
| Annual return | 11.42% | 269.80%-258.4pp | 64.84%-53.4pp | 1370.56%-1359.1pp |
| Employer contribution / active EE | $9,745 | $2,267+329.9% | $4,675+108.4% | $2,626+271.1% |
| Participant deferral / active EE | $7,857 | $2,838+176.9% | $5,631+39.5% | $4,350+80.6% |
| Admin fee / account holder | $34 | $1,744-98.0% | $15,885-99.8% | $1,946-98.2% |