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 | $32,443 | $82,188-60.5% | $125,391-74.1% | $64,824-50.0% |
| Participation rate | 90.1% | 77.9%+12.2pp | 82.4%+7.7pp | 71.5%+18.6pp |
| Annual return | 14.24% | 3.50%+10.7pp | 572.41%-558.2pp | 32.84%-18.6pp |
| Employer contribution / active EE | $1,884 | $3,617-47.9% | $4,816-60.9% | $2,507-24.8% |
| Participant deferral / active EE | $0 | $7,177-100.0% | $7,448-100.0% | $4,311-100.0% |
| Admin fee / account holder | $5 | $163-96.9% | $10,009-100.0% | $188-97.3% |