Filed December 30, 2022 (most recent of 2 filings on file)
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,428 | $58,923+150.2% | $97,167+51.7% | $74,546+97.8% |
| Participation rate | 100.0% | 63.6%+36.4pp | 72.7%+27.3pp | 67.2%+32.8pp |
| Annual return | 21.05% | 16.04%+5.0pp | 75.27%-54.2pp | 1366.03%-1345.0pp |
| Employer contribution / active EE | $6,128 | $1,894+223.6% | $2,729+124.6% | $2,624+133.5% |
| Participant deferral / active EE | $0 | $3,664-100.0% | $4,264-100.0% | $4,347-100.0% |
| Admin fee / account holder | $0 | $1,974-100.0% | $5,650-100.0% | $1,944-100.0% |