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 | $77,551 | $54,729+41.7% | $86,235-10.1% | $71,529+8.4% |
| Participation rate | 84.9% | 60.1%+24.8pp | 69.0%+16.0pp | 67.9%+17.0pp |
| Annual return | 14.08% | 20.07%-6.0pp | 1170.03%-1156.0pp | 28.97%-14.9pp |
| Employer contribution / active EE | $4,015 | $1,267+216.9% | $2,381+68.6% | $2,590+55.0% |
| Participant deferral / active EE | $0 | $3,110-100.0% | $3,987-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $1,921-100.0% | $6,856-100.0% | $1,588-100.0% |