Filed November 3, 2021
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,076 | $69,745-46.8% | $67,511-45.1% | $74,546-50.3% |
| Participation rate | 86.6% | 71.3%+15.3pp | 72.9%+13.7pp | 67.2%+19.4pp |
| Annual return | 13.95% | -40.37%+54.3pp | 3517.41%-3503.5pp | 1366.03%-1352.1pp |
| Employer contribution / active EE | $4,126 | $2,705+52.5% | $2,733+51.0% | $2,624+57.2% |
| Participant deferral / active EE | $0 | $3,636-100.0% | $4,000-100.0% | $4,347-100.0% |
| Admin fee / account holder | $0 | $894-100.0% | $3,999-100.0% | $1,944-100.0% |