Filed April 6, 2023 (most recent of 3 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 | $60,844 | $40,113+51.7% | $84,021-27.6% | $77,775-21.8% |
| Participation rate | 97.6% | 62.8%+34.8pp | 69.0%+28.6pp | 73.2%+24.4pp |
| Annual return | 20.57% | 23.27%-2.7pp | 71.32%-50.7pp | 32.58%-12.0pp |
| Employer contribution / active EE | $3,712 | $847+338.2% | $1,984+87.1% | $2,504+48.3% |
| Participant deferral / active EE | $0 | $2,030-100.0% | $3,239-100.0% | $3,966-100.0% |
| Admin fee / account holder | $0 | $92-100.0% | $6,102-100.0% | $100-100.0% |