Filed January 6, 2022
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,782 | $82,979+35.9% | $102,412+10.1% | $77,736+45.1% |
| Participation rate | 99.5% | 71.5%+28.0pp | 74.5%+25.0pp | 70.6%+28.9pp |
| Annual return | 22.59% | 19.11%+3.5pp | 24.94%-2.3pp | 31.26%-8.7pp |
| Employer contribution / active EE | $5,744 | $3,554+61.6% | $3,870+48.4% | $2,728+110.6% |
| Participant deferral / active EE | $0 | $4,109-100.0% | $5,060-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $639-100.0% | $8,388-100.0% | $433-100.0% |