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 | $152,712 | $37,463+307.6% | $77,100+98.1% | $66,949+128.1% |
| Participation rate | 98.2% | 52.9%+45.3pp | 67.9%+30.3pp | 69.8%+28.4pp |
| Annual return | 15.71% | -3.25%+19.0pp | 42.35%-26.6pp | 1.57%+14.1pp |
| Employer contribution / active EE | $8,965 | $1,535+484.1% | $2,815+218.5% | $2,545+252.2% |
| Participant deferral / active EE | $0 | $2,621-100.0% | $4,430-100.0% | $4,239-100.0% |
| Admin fee / account holder | $0 | $568-100.0% | $5,443-100.0% | $594-100.0% |