Filed July 18, 2023
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,876 | $99,212-59.8% | $96,564-58.7% | $74,478-46.5% |
| Participation rate | 98.4% | 80.7%+17.8pp | 76.0%+22.4pp | 70.7%+27.7pp |
| Annual return | 0.00% | 22.40%-22.4pp | 25.89%-25.9pp | 34.37%-34.4pp |
| Employer contribution / active EE | $16,854 | $2,569+555.9% | $2,967+468.1% | $2,637+539.2% |
| Participant deferral / active EE | $0 | $4,938-100.0% | $4,852-100.0% | $4,530-100.0% |
| Admin fee / account holder | $0 | $225-100.0% | $8,256-100.0% | $347-100.0% |