Filed December 13, 2023
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $241,218 | $57,435+320.0% | $105,218+129.3% | $55,191+337.1% |
| Participation rate | 97.6% | 71.3%+26.2pp | 77.2%+20.3pp | 69.2%+28.4pp |
| Annual return | 1.55% | 2.97%-1.4pp | 5.33%-3.8pp | 10.78%-9.2pp |
| Employer contribution / active EE | $11,847 | $1,920+517.2% | $3,255+264.0% | $1,899+524.0% |
| Participant deferral / active EE | $0 | $3,495-100.0% | $4,867-100.0% | $3,046-100.0% |
| Admin fee / account holder | $0 | $70-99.9% | $6,992-100.0% | $91-99.9% |