Filed December 14, 2023
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,727 | $50,919-18.1% | $155,556-73.2% | $77,762-46.3% |
| Participation rate | 100.0% | 63.1%+36.9pp | 78.2%+21.8pp | 70.6%+29.4pp |
| Annual return | 22.58% | 34.84%-12.3pp | 64.84%-42.3pp | 31.27%-8.7pp |
| Employer contribution / active EE | $1,771 | $1,991-11.1% | $4,675-62.1% | $2,728-35.1% |
| Participant deferral / active EE | $0 | $2,824-100.0% | $5,631-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $437-100.0% | $15,885-100.0% | $433-100.0% |