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 | $106,230-43.1% | $147,080-58.9% | $77,736-22.3% |
| Participation rate | 93.4% | 78.4%+15.0pp | 82.2%+11.2pp | 70.6%+22.8pp |
| Annual return | 33.09% | 56.91%-23.8pp | 420.17%-387.1pp | 31.26%+1.8pp |
| Employer contribution / active EE | $1,440 | $4,072-64.6% | $4,933-70.8% | $2,728-47.2% |
| Participant deferral / active EE | $0 | $8,001-100.0% | $8,066-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $338-100.0% | $12,989-100.0% | $433-100.0% |