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 | $78,636 | $42,367+85.6% | $79,580-1.2% | $64,819+21.3% |
| Participation rate | 98.1% | 64.7%+33.3pp | 69.5%+28.6pp | 71.5%+26.6pp |
| Annual return | 12.50% | -12.23%+24.7pp | 0.15%+12.3pp | 32.84%-20.3pp |
| Employer contribution / active EE | $4,294 | $1,181+263.7% | $2,413+77.9% | $2,507+71.3% |
| Participant deferral / active EE | $0 | $3,170-100.0% | $3,985-100.0% | $4,311-100.0% |
| Admin fee / account holder | $0 | $160-100.0% | $6,835-100.0% | $188-100.0% |