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 | $32,797 | $46,332-29.2% | $143,797-77.2% | $64,824-49.4% |
| Participation rate | 100.0% | 64.2%+35.8pp | 80.3%+19.7pp | 71.5%+28.5pp |
| Annual return | -0.13% | -10.05%+9.9pp | -0.04%-0.1pp | 32.84%-33.0pp |
| Employer contribution / active EE | $1,291 | $1,911-32.4% | $4,952-73.9% | $2,507-48.5% |
| Participant deferral / active EE | $0 | $2,647-100.0% | $5,638-100.0% | $4,311-100.0% |
| Admin fee / account holder | $0 | $154-100.0% | $14,679-100.0% | $188-100.0% |