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 | $191,515 | $41,151+365.4% | $80,648+137.5% | $71,529+167.7% |
| Participation rate | 100.0% | 50.2%+49.8pp | 67.0%+33.0pp | 67.9%+32.1pp |
| Annual return | 34.83% | 38.49%-3.7pp | 937.21%-902.4pp | 28.97%+5.9pp |
| Employer contribution / active EE | $8,565 | $1,513+466.0% | $2,724+214.5% | $2,590+230.7% |
| Participant deferral / active EE | $0 | $2,700-100.0% | $4,443-100.0% | $4,291-100.0% |
| Admin fee / account holder | $9 | $1,842-99.5% | $5,382-99.8% | $1,588-99.4% |