Filed February 22, 2022 (most recent of 2 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 | $138,162 | $57,096+142.0% | $94,229+46.6% | $55,191+150.3% |
| Participation rate | 98.7% | 75.7%+23.1pp | 78.8%+20.0pp | 69.2%+29.6pp |
| Annual return | 9.11% | 159.65%-150.5pp | 10.68%-1.6pp | 10.78%-1.7pp |
| Employer contribution / active EE | $12,632 | $1,708+639.7% | $3,587+252.2% | $1,899+565.3% |
| Participant deferral / active EE | $0 | $3,165-100.0% | $4,320-100.0% | $3,046-100.0% |
| Admin fee / account holder | $0 | $89-100.0% | $6,269-100.0% | $91-100.0% |