Filed April 28, 2023 (most recent of 2 filings on file)
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,511 | $88,087+50.4% | $164,866-19.6% | $74,546+77.8% |
| Participation rate | 94.3% | 73.1%+21.3pp | 78.6%+15.7pp | 67.2%+27.1pp |
| Annual return | 35.31% | 17.27%+18.0pp | 69.97%-34.7pp | 1366.03%-1330.7pp |
| Employer contribution / active EE | $6,924 | $2,595+166.8% | $4,343+59.5% | $2,624+163.9% |
| Participant deferral / active EE | $0 | $4,499-100.0% | $6,033-100.0% | $4,347-100.0% |
| Admin fee / account holder | $0 | $2,232-100.0% | $12,689-100.0% | $1,944-100.0% |