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 | $80,748+171.2% | $102,383+113.9% | $74,429+194.2% |
| Participation rate | 84.0% | 65.7%+18.3pp | 74.5%+9.5pp | 67.2%+16.8pp |
| Annual return | 147.90% | 27.57%+120.3pp | 24.94%+123.0pp | 1368.38%-1220.5pp |
| Employer contribution / active EE | $10,269 | $3,159+225.1% | $3,870+165.3% | $2,625+291.2% |
| Participant deferral / active EE | $0 | $3,861-100.0% | $5,060-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $2,371-100.0% | $8,391-100.0% | $1,944-100.0% |