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 | $82,979-53.3% | $102,383-62.1% | $77,714-50.1% |
| Participation rate | 99.8% | 71.5%+28.2pp | 74.5%+25.3pp | 70.6%+29.2pp |
| Annual return | 29.26% | 19.11%+10.2pp | 24.94%+4.3pp | 31.26%-2.0pp |
| Employer contribution / active EE | $1,013 | $3,554-71.5% | $3,870-73.8% | $2,727-62.8% |
| Participant deferral / active EE | $0 | $4,109-100.0% | $5,060-100.0% | $4,649-100.0% |
| Admin fee / account holder | $0 | $639-100.0% | $8,391-100.0% | $433-100.0% |