Filed October 11, 2023 (most recent of 2 filings on file)
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,658 | $79,694+66.5% | $96,171+37.9% | $79,391+67.1% |
| Participation rate | 98.1% | 54.0%+44.2pp | 68.4%+29.7pp | 70.7%+27.4pp |
| Annual return | 553.06% | 40.84%+512.2pp | 192.04%+361.0pp | 116.88%+436.2pp |
| Employer contribution / active EE | $18,692 | $1,443+1195.1% | $2,799+567.8% | $2,428+669.9% |
| Participant deferral / active EE | $0 | $2,539-100.0% | $4,350-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $630-100.0% | $5,538-100.0% | $627-100.0% |