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 | $55,437+238.0% | $155,534+20.5% | $74,459+151.7% |
| Participation rate | 98.1% | 61.9%+36.2pp | 78.2%+19.9pp | 67.2%+30.9pp |
| Annual return | 11.42% | 269.58%-258.2pp | 64.92%-53.5pp | 1369.70%-1358.3pp |
| Employer contribution / active EE | $9,745 | $2,266+330.1% | $4,675+108.5% | $2,626+271.1% |
| Participant deferral / active EE | $7,857 | $2,837+176.9% | $5,630+39.5% | $4,350+80.6% |
| Admin fee / account holder | $34 | $1,742-98.0% | $15,900-99.8% | $1,945-98.2% |