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 | $176,197 | $107,378+64.1% | $108,582+62.3% | $57,661+205.6% |
| Participation rate | 98.1% | 77.1%+21.0pp | 79.6%+18.5pp | 70.2%+27.9pp |
| Annual return | 38.50% | 12.80%+25.7pp | -51.70%+90.2pp | 5.13%+33.4pp |
| Employer contribution / active EE | $6,818 | $1,782+282.7% | $3,758+81.4% | $1,974+245.4% |
| Participant deferral / active EE | $0 | $3,221-100.0% | $4,311-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $108-100.0% | $7,645-100.0% | $95-100.0% |