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 | $234,027 | $86,225+171.4% | $146,649+59.6% | $86,828+169.5% |
| Participation rate | 99.4% | 78.0%+21.4pp | 80.1%+19.3pp | 72.3%+27.1pp |
| Annual return | 27.23% | 31.23%-4.0pp | 22.75%+4.5pp | 97.95%-70.7pp |
| Employer contribution / active EE | $10,934 | $2,392+357.1% | $4,137+164.3% | $2,406+354.4% |
| Participant deferral / active EE | $0 | $4,245-100.0% | $5,506-100.0% | $4,132-100.0% |
| Admin fee / account holder | $0 | $195-100.0% | $10,281-100.0% | $170-100.0% |