Filed December 30, 2022
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,609 | $105,210-28.1% | $159,487-52.6% | $85,851-11.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 72.36% | 45.08%+27.3pp | 263.71%-191.3pp | 318.63%-246.3pp |
| Employer contribution / active EE | $3,075 | $3,319-7.4% | $4,831-36.3% | $2,565+19.9% |
| Participant deferral / active EE | $0 | $5,946-100.0% | $7,354-100.0% | $3,952-100.0% |
| Admin fee / account holder | $1 | $6,934-100.0% | $10,804-100.0% | $6,261-100.0% |