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 | $166,270 | $65,125+155.3% | $143,797+15.6% | $66,949+148.4% |
| Participation rate | 99.0% | 65.2%+33.8pp | 80.3%+18.7pp | 69.8%+29.2pp |
| Annual return | -15.29% | -11.13%-4.2pp | -0.04%-15.3pp | 1.57%-16.9pp |
| Employer contribution / active EE | $9,393 | $2,362+297.6% | $4,952+89.7% | $2,545+269.0% |
| Participant deferral / active EE | $7,616 | $2,920+160.8% | $5,638+35.1% | $4,239+79.7% |
| Admin fee / account holder | $32 | $503-93.7% | $14,679-99.8% | $594-94.6% |