Filed February 8, 2023
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,638 | $90,107-40.5% | $182,262-70.6% | $69,733-23.1% |
| Participation rate | 100.0% | 64.8%+35.2pp | 84.2%+15.8pp | 62.5%+37.5pp |
| Annual return | 14.74% | 95.58%-80.8pp | 140.60%-125.9pp | 15.22%-0.5pp |
| Employer contribution / active EE | $4,612 | $3,043+51.6% | $5,046-8.6% | $2,250+104.9% |
| Participant deferral / active EE | $5,699 | $5,135+11.0% | $8,276-31.1% | $3,054+86.6% |
| Admin fee / account holder | $10 | $3,377-99.7% | $16,712-99.9% | $3,102-99.7% |