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 | $41,517 | $76,669-45.8% | $96,520-57.0% | $71,495-41.9% |
| Participation rate | 95.4% | 66.6%+28.8pp | 74.3%+21.0pp | 67.9%+27.4pp |
| Annual return | 74.10% | 48.29%+25.8pp | 35.72%+38.4pp | 28.85%+45.2pp |
| Employer contribution / active EE | $5,870 | $3,031+93.7% | $3,739+57.0% | $2,589+126.7% |
| Participant deferral / active EE | $0 | $3,771-100.0% | $4,879-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $2,028-100.0% | $6,733-100.0% | $1,588-100.0% |