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 | $92,537 | $80,753+14.6% | $136,298-32.1% | $62,293+48.6% |
| Participation rate | 74.3% | 73.5%+0.7pp | 81.9%-7.7pp | 69.5%+4.7pp |
| Annual return | 45.86% | 35.83%+10.0pp | 5156.27%-5110.4pp | 28.90%+17.0pp |
| Employer contribution / active EE | $8,250 | $2,884+186.1% | $4,696+75.7% | $2,042+304.0% |
| Participant deferral / active EE | $0 | $5,164-100.0% | $6,247-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $525-100.0% | $9,244-100.0% | $479-100.0% |