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 | $39,725 | $106,236-62.6% | $112,263-64.6% | $64,824-38.7% |
| Participation rate | 99.7% | 71.7%+28.0pp | 75.1%+24.6pp | 71.5%+28.2pp |
| Annual return | 41.48% | -6.02%+47.5pp | 27.49%+14.0pp | 32.84%+8.6pp |
| Employer contribution / active EE | $1,503 | $3,167-52.5% | $3,636-58.7% | $2,507-40.1% |
| Participant deferral / active EE | $0 | $3,786-100.0% | $4,729-100.0% | $4,311-100.0% |
| Admin fee / account holder | $0 | $452-100.0% | $6,410-100.0% | $188-100.0% |