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 | $58,969+12.5% | $129,406-48.7% | $77,762-14.7% |
| Participation rate | 100.0% | 59.5%+40.5pp | 69.6%+30.4pp | 70.6%+29.4pp |
| Annual return | 14.18% | 24.78%-10.6pp | 9468.18%-9454.0pp | 31.27%-17.1pp |
| Employer contribution / active EE | $8,988 | $1,959+358.9% | $4,155+116.3% | $2,728+229.5% |
| Participant deferral / active EE | $0 | $3,224-100.0% | $4,167-100.0% | $4,651-100.0% |
| Admin fee / account holder | $55 | $593-90.7% | $7,689-99.3% | $433-87.2% |