Filed April 19, 2023
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,386 | $44,764-18.7% | $68,803-47.1% | $64,824-43.9% |
| Participation rate | 98.7% | 64.8%+34.0pp | 69.0%+29.7pp | 71.5%+27.3pp |
| Annual return | 881.88% | -10.91%+892.8pp | -6.37%+888.2pp | 32.84%+849.0pp |
| Employer contribution / active EE | $3,778 | $1,775+112.8% | $2,656+42.3% | $2,507+50.7% |
| Participant deferral / active EE | $0 | $3,238-100.0% | $3,942-100.0% | $4,311-100.0% |
| Admin fee / account holder | $3 | $151-98.2% | $4,936-99.9% | $188-98.5% |