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 | $58,859+12.7% | $129,397-48.7% | $77,714-14.6% |
| Participation rate | 100.0% | 59.3%+40.7pp | 69.6%+30.4pp | 70.6%+29.4pp |
| Annual return | 14.18% | 24.74%-10.6pp | 9453.98%-9439.8pp | 31.26%-17.1pp |
| Employer contribution / active EE | $8,988 | $1,952+360.4% | $4,154+116.4% | $2,727+229.6% |
| Participant deferral / active EE | $0 | $3,215-100.0% | $4,167-100.0% | $4,649-100.0% |
| Admin fee / account holder | $55 | $591-90.6% | $7,679-99.3% | $433-87.2% |