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 | $79,181-26.4% | $102,423-43.1% | $74,429-21.7% |
| Participation rate | 97.9% | 74.8%+23.2pp | 76.5%+21.4pp | 67.2%+30.7pp |
| Annual return | 11.25% | 54.97%-43.7pp | 29.42%-18.2pp | 1368.38%-1357.1pp |
| Employer contribution / active EE | $7,239 | $2,362+206.5% | $3,023+139.5% | $2,625+175.8% |
| Participant deferral / active EE | $0 | $4,416-100.0% | $5,054-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $2,002-100.0% | $9,455-100.0% | $1,944-100.0% |