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 | $70,237 | $49,471+42.0% | $79,583-11.7% | $66,949+4.9% |
| Participation rate | 87.3% | 61.4%+26.0pp | 69.5%+17.8pp | 69.8%+17.5pp |
| Annual return | 112.04% | 84.30%+27.7pp | 0.16%+111.9pp | 1.57%+110.5pp |
| Employer contribution / active EE | $4,857 | $1,266+283.6% | $2,414+101.2% | $2,545+90.8% |
| Participant deferral / active EE | $0 | $3,160-100.0% | $3,986-100.0% | $4,239-100.0% |
| Admin fee / account holder | $0 | $595-100.0% | $6,835-100.0% | $594-100.0% |