Filed July 21, 2022
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,798 | $106,247-5.1% | $147,096-31.5% | $77,714+29.7% |
| Participation rate | 99.2% | 78.4%+20.8pp | 82.2%+17.0pp | 70.6%+28.6pp |
| Annual return | 25.51% | 56.87%-31.4pp | 419.75%-394.2pp | 31.26%-5.7pp |
| Employer contribution / active EE | $9,915 | $4,069+143.6% | $4,936+100.9% | $2,727+263.6% |
| Participant deferral / active EE | $0 | $7,996-100.0% | $8,071-100.0% | $4,649-100.0% |
| Admin fee / account holder | $0 | $338-100.0% | $13,005-100.0% | $433-100.0% |