Filed August 29, 2022
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $218,957 | $80,731+171.2% | $103,374+111.8% | $74,546+193.7% |
| Participation rate | 84.0% | 65.7%+18.3pp | 74.5%+9.5pp | 67.2%+16.8pp |
| Annual return | 147.90% | 27.56%+120.3pp | 24.89%+123.0pp | 1366.03%-1218.1pp |
| Employer contribution / active EE | $10,269 | $3,158+225.2% | $3,869+165.4% | $2,624+291.3% |
| Participant deferral / active EE | $0 | $3,860-100.0% | $5,058-100.0% | $4,347-100.0% |
| Admin fee / account holder | $0 | $2,369-100.0% | $8,394-100.0% | $1,944-100.0% |