Filed June 24, 2022
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,395 | $106,110-43.1% | $147,005-58.9% | $77,671-22.2% |
| Participation rate | 93.4% | 78.4%+15.0pp | 82.2%+11.2pp | 70.6%+22.8pp |
| Annual return | 33.09% | 56.77%-23.7pp | 418.76%-385.7pp | 31.21%+1.9pp |
| Employer contribution / active EE | $1,440 | $4,065-64.6% | $4,934-70.8% | $2,726-47.2% |
| Participant deferral / active EE | $0 | $7,992-100.0% | $8,070-100.0% | $4,648-100.0% |
| Admin fee / account holder | $0 | $338-100.0% | $13,006-100.0% | $430-100.0% |