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 | $207,896 | $85,515+143.1% | $112,040+85.6% | $67,986+205.8% |
| Participation rate | 98.6% | 68.2%+30.4pp | 76.5%+22.1pp | 57.2%+41.4pp |
| Annual return | 227.98% | 29.68%+198.3pp | 24.52%+203.5pp | 31.67%+196.3pp |
| Employer contribution / active EE | $7,742 | $2,191+253.3% | $2,954+162.1% | $2,019+283.5% |
| Participant deferral / active EE | $0 | $4,014-100.0% | $5,098-100.0% | $3,358-100.0% |
| Admin fee / account holder | $0 | $3,774-100.0% | $12,098-100.0% | $3,203-100.0% |