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 | $75,058-28.5% | $152,301-64.8% | $64,340-16.6% |
| Participation rate | 100.0% | 60.9%+39.1pp | 82.4%+17.6pp | 55.2%+44.8pp |
| Annual return | 14.74% | 29.93%-15.2pp | 80.50%-65.8pp | 24.14%-9.4pp |
| Employer contribution / active EE | $4,612 | $2,605+77.1% | $4,624-0.3% | $1,862+147.7% |
| Participant deferral / active EE | $5,699 | $5,041+13.1% | $8,004-28.8% | $2,980+91.2% |
| Admin fee / account holder | $10 | $4,050-99.8% | $14,398-99.9% | $3,703-99.7% |