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 | $27,026 | $37,196-27.3% | $154,108-82.5% | $55,725-51.5% |
| Participation rate | 100.0% | 64.1%+35.9pp | 83.0%+17.0pp | 70.9%+29.1pp |
| Annual return | 65.25% | 1319.68%-1254.4pp | 735.21%-670.0pp | 244.93%-179.7pp |
| Employer contribution / active EE | $1,908 | $1,614+18.2% | $5,298-64.0% | $2,078-8.2% |
| Participant deferral / active EE | $0 | $2,068-100.0% | $5,081-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $102-100.0% | $13,411-100.0% | $115-100.0% |