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 | $175,982 | $61,391+186.7% | $149,723+17.5% | $71,529+146.0% |
| Participation rate | 100.0% | 62.5%+37.5pp | 78.8%+21.2pp | 67.9%+32.1pp |
| Annual return | 15.18% | 35.88%-20.7pp | 134.50%-119.3pp | 28.97%-13.8pp |
| Employer contribution / active EE | $9,503 | $2,384+298.7% | $4,821+97.1% | $2,590+266.9% |
| Participant deferral / active EE | $7,843 | $2,921+168.5% | $5,682+38.0% | $4,291+82.8% |
| Admin fee / account holder | $25 | $1,264-98.0% | $13,215-99.8% | $1,588-98.4% |