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 | $106,247+41.8% | $147,096+2.4% | $77,714+93.8% |
| Participation rate | 98.4% | 78.4%+20.1pp | 82.2%+16.3pp | 70.6%+27.9pp |
| Annual return | 22.59% | 56.87%-34.3pp | 419.75%-397.2pp | 31.26%-8.7pp |
| Employer contribution / active EE | $7,042 | $4,069+73.1% | $4,936+42.7% | $2,727+158.3% |
| Participant deferral / active EE | $0 | $7,996-100.0% | $8,071-100.0% | $4,649-100.0% |
| Admin fee / account holder | $0 | $338-100.0% | $13,005-100.0% | $433-100.0% |