Filed December 1, 2021 (most recent of 3 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 | $148,516 | $81,208+82.9% | $98,920+50.1% | $79,856+86.0% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 28.07% | 60.99%-32.9pp | 196.47%-168.4pp | 31.71%-3.6pp |
| Employer contribution / active EE | $13,293 | $1,960+578.3% | $2,689+394.3% | $2,471+437.9% |
| Participant deferral / active EE | $0 | $3,265-100.0% | $4,245-100.0% | $3,741-100.0% |
| Admin fee / account holder | $1 | $6,013-100.0% | $6,643-100.0% | $5,306-100.0% |