Filed May 16, 2022 (most recent of 4 filings on file)
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $246,180 | $65,437+276.2% | $86,698+184.0% | $66,949+267.7% |
| Participation rate | 98.5% | 75.5%+23.0pp | 76.6%+21.9pp | 69.8%+28.7pp |
| Annual return | 4.79% | -10.91%+15.7pp | 35.96%-31.2pp | 1.57%+3.2pp |
| Employer contribution / active EE | $4,420 | $2,154+105.2% | $2,837+55.8% | $2,545+73.6% |
| Participant deferral / active EE | $0 | $4,102-100.0% | $4,656-100.0% | $4,239-100.0% |
| Admin fee / account holder | $0 | $642-100.0% | $7,492-100.0% | $594-100.0% |