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 | $80,781+171.1% | $102,437+113.7% | $74,478+194.0% |
| Participation rate | 84.0% | 65.7%+18.3pp | 74.5%+9.5pp | 67.2%+16.8pp |
| Annual return | 147.90% | 27.58%+120.3pp | 24.95%+122.9pp | 1370.56%-1222.7pp |
| Employer contribution / active EE | $10,269 | $3,160+225.0% | $3,871+165.3% | $2,626+291.0% |
| Participant deferral / active EE | $0 | $3,862-100.0% | $5,060-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $2,372-100.0% | $8,388-100.0% | $1,946-100.0% |