Filed June 8, 2022
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,774 | $83,023-53.3% | $102,437-62.1% | $77,762-50.1% |
| Participation rate | 99.8% | 71.5%+28.2pp | 74.5%+25.3pp | 70.6%+29.2pp |
| Annual return | 29.26% | 19.12%+10.1pp | 24.95%+4.3pp | 31.27%-2.0pp |
| Employer contribution / active EE | $1,013 | $3,552-71.5% | $3,871-73.8% | $2,728-62.9% |
| Participant deferral / active EE | $0 | $4,110-100.0% | $5,060-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $639-100.0% | $8,388-100.0% | $433-100.0% |