Filed December 19, 2022
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,113 | $101,499-24.0% | $147,005-47.5% | $74,546+3.4% |
| Participation rate | 99.5% | 75.5%+24.0pp | 82.2%+17.3pp | 67.2%+32.3pp |
| Annual return | 38.08% | 8732.34%-8694.3pp | 418.76%-380.7pp | 1366.03%-1328.0pp |
| Employer contribution / active EE | $2,760 | $3,811-27.6% | $4,934-44.1% | $2,624+5.2% |
| Participant deferral / active EE | $0 | $7,304-100.0% | $8,070-100.0% | $4,347-100.0% |
| Admin fee / account holder | $0 | $1,748-100.0% | $13,006-100.0% | $1,944-100.0% |