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 | $227,273 | $87,733+159.0% | $106,555+113.3% | $85,847+164.7% |
| Participation rate | 98.8% | 71.9%+26.8pp | 76.1%+22.6pp | 69.3%+29.4pp |
| Annual return | 48.19% | 21.86%+26.3pp | 26.80%+21.4pp | 318.61%-270.4pp |
| Employer contribution / active EE | $13,682 | $2,073+560.0% | $2,819+385.3% | $2,565+433.3% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $4,399-100.0% | $3,952-100.0% |
| Admin fee / account holder | $0 | $6,767-100.0% | $7,408-100.0% | $6,261-100.0% |