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 | $59,420 | $91,439-35.0% | $135,974-56.3% | $71,511-16.9% |
| Participation rate | 100.0% | 75.7%+24.3pp | 81.9%+18.1pp | 67.9%+32.1pp |
| Annual return | 53.14% | 29.90%+23.2pp | 68.30%-15.2pp | 28.86%+24.3pp |
| Employer contribution / active EE | $2,936 | $3,705-20.8% | $4,859-39.6% | $2,589+13.4% |
| Participant deferral / active EE | $0 | $7,093-100.0% | $7,760-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $1,267-100.0% | $10,767-100.0% | $1,588-100.0% |