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 | $88,360-39.3% | $145,433-63.1% | $67,986-21.1% |
| Participation rate | 100.0% | 65.5%+34.5pp | 82.1%+17.9pp | 57.2%+42.8pp |
| Annual return | 14.74% | 63.15%-48.4pp | 66.58%-51.8pp | 31.67%-16.9pp |
| Employer contribution / active EE | $4,612 | $3,054+51.0% | $4,554+1.3% | $2,019+128.5% |
| Participant deferral / active EE | $5,699 | $5,932-3.9% | $7,897-27.8% | $3,358+69.7% |
| Admin fee / account holder | $10 | $3,313-99.7% | $13,129-99.9% | $3,203-99.7% |