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 | $88,203+50.2% | $165,100-19.7% | $74,478+77.9% |
| Participation rate | 94.3% | 73.1%+21.2pp | 78.6%+15.7pp | 67.2%+27.1pp |
| Annual return | 35.31% | 17.13%+18.2pp | 70.21%-34.9pp | 1370.56%-1335.3pp |
| Employer contribution / active EE | $6,924 | $2,601+166.3% | $4,348+59.3% | $2,626+163.7% |
| Participant deferral / active EE | $0 | $4,505-100.0% | $6,035-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $2,235-100.0% | $12,696-100.0% | $1,946-100.0% |