Filed May 12, 2022
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,824 | $80,748-42.0% | $102,383-54.3% | $74,429-37.1% |
| Participation rate | 99.0% | 65.7%+33.3pp | 74.5%+24.5pp | 67.2%+31.8pp |
| Annual return | 11.59% | 27.57%-16.0pp | 24.94%-13.3pp | 1368.38%-1356.8pp |
| Employer contribution / active EE | $5,765 | $3,159+82.5% | $3,870+49.0% | $2,625+119.6% |
| Participant deferral / active EE | $0 | $3,861-100.0% | $5,060-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $2,371-100.0% | $8,391-100.0% | $1,944-100.0% |