Filed November 6, 2023
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,625 | $106,264+41.7% | $147,117+2.4% | $77,762+93.7% |
| Participation rate | 98.4% | 78.4%+20.0pp | 82.2%+16.3pp | 70.6%+27.9pp |
| Annual return | 22.59% | 56.94%-34.3pp | 420.54%-397.9pp | 31.27%-8.7pp |
| Employer contribution / active EE | $7,042 | $4,074+72.9% | $4,932+42.8% | $2,728+158.1% |
| Participant deferral / active EE | $0 | $8,003-100.0% | $8,065-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $334-100.0% | $12,993-100.0% | $433-100.0% |