Filed June 1, 2022
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $195,295 | $91,517+113.4% | $101,275+92.8% | $73,415+166.0% |
| Participation rate | 99.0% | 73.8%+25.2pp | 75.8%+23.1pp | 72.2%+26.8pp |
| Annual return | 135.99% | 17.17%+118.8pp | 46.46%+89.5pp | 59.30%+76.7pp |
| Employer contribution / active EE | $584 | $2,877-79.7% | $3,660-84.0% | $2,234-73.9% |
| Participant deferral / active EE | $0 | $3,338-100.0% | $4,370-100.0% | $3,806-100.0% |
| Admin fee / account holder | $0 | $216-100.0% | $5,948-100.0% | $158-100.0% |