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 | $25,661 | $91,517-72.0% | $101,275-74.7% | $73,412-65.0% |
| Participation rate | 99.3% | 73.8%+25.6pp | 75.8%+23.5pp | 72.2%+27.2pp |
| Annual return | 63.40% | 17.17%+46.2pp | 46.48%+16.9pp | 59.30%+4.1pp |
| Employer contribution / active EE | $826 | $2,877-71.3% | $3,660-77.4% | $2,234-63.0% |
| Participant deferral / active EE | $0 | $3,338-100.0% | $4,371-100.0% | $3,806-100.0% |
| Admin fee / account holder | $0 | $216-100.0% | $5,948-100.0% | $158-100.0% |