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 | $60,764 | $76,112-20.2% | $96,534-37.1% | $71,511-15.0% |
| Participation rate | 96.9% | 74.4%+22.4pp | 76.0%+20.9pp | 67.9%+28.9pp |
| Annual return | 0.00% | 22.81%-22.8pp | 25.88%-25.9pp | 28.86%-28.9pp |
| Employer contribution / active EE | $8,319 | $2,248+270.1% | $2,965+180.5% | $2,589+221.3% |
| Participant deferral / active EE | $0 | $4,217-100.0% | $4,851-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $2,708-100.0% | $8,253-100.0% | $1,588-100.0% |