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 | $81,876 | $82,674-1.0% | $125,363-34.7% | $68,495+19.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | 3.37% | -5.97%+9.3pp | 572.15%-568.8pp | -7.84%+11.2pp |
| Employer contribution / active EE | $5,080 | $3,382+50.2% | $4,815+5.5% | $2,596+95.6% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,447-100.0% | $4,028-100.0% |
| Admin fee / account holder | $0 | $6,276-100.0% | $10,005-100.0% | $5,403-100.0% |