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 | $61,415 | $64,176-4.3% | $112,263-45.3% | $66,949-8.3% |
| Participation rate | 88.3% | 68.4%+19.9pp | 75.1%+13.3pp | 69.8%+18.5pp |
| Annual return | 0.00% | -13.80%+13.8pp | 27.49%-27.5pp | 1.57%-1.6pp |
| Employer contribution / active EE | $19,833 | $3,007+559.6% | $3,636+445.5% | $2,545+679.2% |
| Participant deferral / active EE | $0 | $3,694-100.0% | $4,729-100.0% | $4,239-100.0% |
| Admin fee / account holder | $0 | $626-100.0% | $6,410-100.0% | $594-100.0% |