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 | $20,965 | $56,443-62.9% | $83,831-75.0% | $55,725-62.4% |
| Participation rate | 100.0% | 72.0%+28.0pp | 76.1%+23.9pp | 70.9%+29.1pp |
| Annual return | 25.11% | 393.67%-368.6pp | 850.99%-825.9pp | 244.93%-219.8pp |
| Employer contribution / active EE | $1,047 | $2,682-61.0% | $3,631-71.2% | $2,078-49.6% |
| Participant deferral / active EE | $0 | $2,965-100.0% | $4,082-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $156-100.0% | $5,479-100.0% | $115-100.0% |