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 | $94,234 | $86,692+8.7% | $119,634-21.2% | $66,949+40.8% |
| Participation rate | 97.6% | 75.6%+22.0pp | 79.3%+18.3pp | 69.8%+27.8pp |
| Annual return | 11.80% | -8.00%+19.8pp | -14.98%+26.8pp | 1.57%+10.2pp |
| Employer contribution / active EE | $2,074 | $2,536-18.2% | $4,232-51.0% | $2,545-18.5% |
| Participant deferral / active EE | $0 | $4,360-100.0% | $5,601-100.0% | $4,239-100.0% |
| Admin fee / account holder | $0 | $755-100.0% | $10,329-100.0% | $594-100.0% |