Filed October 21, 2021 (most recent of 3 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 | $201,341 | $77,677+159.2% | $109,173+84.4% | $79,391+153.6% |
| Participation rate | 100.0% | 67.8%+32.2pp | 75.9%+24.1pp | 70.7%+29.3pp |
| Annual return | 20.50% | 23.44%-2.9pp | 25.75%-5.3pp | 116.88%-96.4pp |
| Employer contribution / active EE | $4,475 | $2,798+59.9% | $3,723+20.2% | $2,428+84.3% |
| Participant deferral / active EE | $0 | $3,517-100.0% | $4,654-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $732-100.0% | $6,755-100.0% | $627-100.0% |