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 | $143,395 | $86,692+65.4% | $119,634+19.9% | $66,949+114.2% |
| Participation rate | 95.4% | 75.6%+19.8pp | 79.3%+16.1pp | 69.8%+25.6pp |
| Annual return | 4.25% | -8.00%+12.2pp | -14.98%+19.2pp | 1.57%+2.7pp |
| Employer contribution / active EE | $7,662 | $2,536+202.1% | $4,232+81.0% | $2,545+201.0% |
| Participant deferral / active EE | $0 | $4,360-100.0% | $5,601-100.0% | $4,239-100.0% |
| Admin fee / account holder | $0 | $755-100.0% | $10,329-100.0% | $594-100.0% |