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 | $59,006+149.9% | $97,197+51.7% | $74,429+98.1% |
| Participation rate | 100.0% | 63.7%+36.3pp | 72.7%+27.3pp | 67.2%+32.8pp |
| Annual return | 21.05% | 16.04%+5.0pp | 75.47%-54.4pp | 1368.38%-1347.3pp |
| Employer contribution / active EE | $6,128 | $1,894+223.6% | $2,723+125.1% | $2,625+133.5% |
| Participant deferral / active EE | $0 | $3,671-100.0% | $4,263-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $1,974-100.0% | $5,637-100.0% | $1,944-100.0% |