Filed October 26, 2022
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,306 | $93,182+58.1% | $146,647+0.4% | $79,389+85.5% |
| Participation rate | 96.2% | 76.4%+19.8pp | 80.1%+16.1pp | 70.7%+25.5pp |
| Annual return | 15.26% | 21.61%-6.3pp | 22.75%-7.5pp | 116.89%-101.6pp |
| Employer contribution / active EE | $13,366 | $2,420+452.4% | $4,137+223.1% | $2,428+450.5% |
| Participant deferral / active EE | $0 | $4,169-100.0% | $5,506-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $585-100.0% | $10,281-100.0% | $626-100.0% |