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 | $206,492 | $106,236+94.4% | $112,263+83.9% | $64,824+218.5% |
| Participation rate | 99.6% | 71.7%+27.9pp | 75.1%+24.5pp | 71.5%+28.1pp |
| Annual return | 4.47% | -6.02%+10.5pp | 27.49%-23.0pp | 32.84%-28.4pp |
| Employer contribution / active EE | $8,662 | $3,167+173.5% | $3,636+138.2% | $2,507+245.5% |
| 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% |