Filed May 10, 2022
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,363 | $58,778+12.9% | $129,295-48.7% | $77,671-14.6% |
| Participation rate | 100.0% | 59.2%+40.8pp | 69.6%+30.4pp | 70.6%+29.4pp |
| Annual return | 14.18% | 24.73%-10.6pp | 9429.28%-9415.1pp | 31.21%-17.0pp |
| Employer contribution / active EE | $8,988 | $1,952+360.4% | $4,157+116.2% | $2,726+229.7% |
| Participant deferral / active EE | $0 | $3,212-100.0% | $4,169-100.0% | $4,648-100.0% |
| Admin fee / account holder | $55 | $589-90.6% | $7,665-99.3% | $430-87.1% |