Filed January 20, 2023
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,267 | $79,223-26.5% | $102,460-43.1% | $74,478-21.8% |
| Participation rate | 97.9% | 74.8%+23.2pp | 76.5%+21.4pp | 67.2%+30.7pp |
| Annual return | 11.25% | 54.98%-43.7pp | 29.47%-18.2pp | 1370.56%-1359.3pp |
| Employer contribution / active EE | $7,239 | $2,363+206.3% | $3,025+139.3% | $2,626+175.6% |
| Participant deferral / active EE | $0 | $4,417-100.0% | $5,056-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $2,003-100.0% | $9,460-100.0% | $1,946-100.0% |