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 | $37,291 | $47,180-21.0% | $149,723-75.1% | $74,473-49.9% |
| Participation rate | 100.0% | 63.4%+36.6pp | 78.8%+21.2pp | 70.7%+29.3pp |
| Annual return | 27.32% | 22.75%+4.6pp | 134.50%-107.2pp | 34.36%-7.0pp |
| Employer contribution / active EE | $1,207 | $1,907-36.7% | $4,821-75.0% | $2,638-54.3% |
| Participant deferral / active EE | $0 | $2,730-100.0% | $5,682-100.0% | $4,530-100.0% |
| Admin fee / account holder | $0 | $343-100.0% | $13,215-100.0% | $347-100.0% |