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 | $35,685 | $84,499-57.8% | $125,391-71.5% | $66,949-46.7% |
| Participation rate | 99.4% | 76.4%+23.0pp | 82.4%+17.0pp | 69.8%+29.6pp |
| Annual return | 236.00% | -8.49%+244.5pp | 572.41%-336.4pp | 1.57%+234.4pp |
| Employer contribution / active EE | $3,570 | $3,554+0.5% | $4,816-25.9% | $2,545+40.2% |
| Participant deferral / active EE | $0 | $6,785-100.0% | $7,448-100.0% | $4,239-100.0% |
| Admin fee / account holder | $0 | $685-99.9% | $10,009-100.0% | $594-99.9% |