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 | $90,093 | $76,696+17.5% | $96,515-6.7% | $71,511+26.0% |
| Participation rate | 98.1% | 66.6%+31.6pp | 74.3%+23.8pp | 67.9%+30.2pp |
| Annual return | 21.35% | 48.32%-27.0pp | 35.73%-14.4pp | 28.86%-7.5pp |
| Employer contribution / active EE | $16,265 | $3,032+436.5% | $3,740+334.9% | $2,589+528.2% |
| Participant deferral / active EE | $0 | $3,770-100.0% | $4,880-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $2,030-100.0% | $6,735-100.0% | $1,588-100.0% |