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 | $156,207 | $104,497+49.5% | $159,487-2.1% | $79,389+96.8% |
| Participation rate | 98.7% | 76.6%+22.1pp | 82.8%+15.9pp | 70.7%+28.0pp |
| Annual return | 34.80% | 67.98%-33.2pp | 263.71%-228.9pp | 116.89%-82.1pp |
| Employer contribution / active EE | $13,540 | $3,418+296.2% | $4,831+180.3% | $2,428+457.7% |
| Participant deferral / active EE | $0 | $6,468-100.0% | $7,354-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $711-100.0% | $10,804-100.0% | $626-100.0% |