Filed January 11, 2022
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,440 | $59,220-43.5% | $96,572-65.4% | $79,389-57.9% |
| Participation rate | 88.6% | 61.9%+26.7pp | 69.8%+18.7pp | 70.7%+17.9pp |
| Annual return | 0.00% | 27.08%-27.1pp | 37.79%-37.8pp | 116.89%-116.9pp |
| Employer contribution / active EE | $5,714 | $1,216+369.8% | $2,357+142.4% | $2,428+135.4% |
| Participant deferral / active EE | $0 | $2,948-100.0% | $3,850-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $659-100.0% | $6,183-100.0% | $626-100.0% |