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 | $69,774-46.9% | $67,561-45.1% | $74,429-50.2% |
| Participation rate | 86.6% | 71.4%+15.3pp | 72.9%+13.7pp | 67.2%+19.4pp |
| Annual return | 13.95% | -40.53%+54.5pp | 3525.44%-3511.5pp | 1368.38%-1354.4pp |
| Employer contribution / active EE | $4,126 | $2,710+52.2% | $2,735+50.9% | $2,625+57.2% |
| Participant deferral / active EE | $0 | $3,636-100.0% | $4,003-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $890-100.0% | $4,006-100.0% | $1,944-100.0% |