Filed May 2, 2023 (most recent of 6 filings on file)
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $46,984-100.0% | $788,447-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.4%-21.4pp | 5.6%-5.6pp |
| Annual return | -18.40% | -0.56%-17.8pp | -3.21%-15.2pp | 39.77%-58.2pp |
| Employer contribution / active EE | $14,124 | $21,553-34.5% | $46,051-69.3% | $19,959-29.2% |
| Participant deferral / active EE | $0 | $308-100.0% | $31-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $46,258-100.0% | $62-100.0% |