Filed March 11, 2022
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $188,182 | $64,176+193.2% | $112,263+67.6% | $66,949+181.1% |
| Participation rate | 98.4% | 68.4%+29.9pp | 75.1%+23.3pp | 69.8%+28.5pp |
| Annual return | 152.38% | -13.80%+166.2pp | 27.49%+124.9pp | 1.57%+150.8pp |
| Employer contribution / active EE | $3,332 | $3,007+10.8% | $3,636-8.4% | $2,545+30.9% |
| Participant deferral / active EE | $0 | $3,694-100.0% | $4,729-100.0% | $4,239-100.0% |
| Admin fee / account holder | $0 | $626-100.0% | $6,410-100.0% | $594-100.0% |