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 | $220,432 | $73,019+201.9% | $90,766+142.9% | $68,490+221.8% |
| Participation rate | 100.0% | 70.8%+29.2pp | 75.7%+24.3pp | 67.9%+32.1pp |
| Annual return | -8.06% | -13.81%+5.8pp | -12.16%+4.1pp | -7.85%-0.2pp |
| Employer contribution / active EE | $24,251 | $2,193+1006.0% | $2,922+730.0% | $2,597+833.9% |
| Participant deferral / active EE | $0 | $3,626-100.0% | $4,565-100.0% | $4,028-100.0% |
| Admin fee / account holder | $2 | $5,897-100.0% | $8,446-100.0% | $5,403-100.0% |