Filed December 21, 2023
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,501 | $63,768-9.8% | $98,483-41.6% | $79,391-27.6% |
| Participation rate | 100.0% | 69.9%+30.1pp | 73.3%+26.7pp | 70.7%+29.3pp |
| Annual return | 164.14% | 626.18%-462.0pp | 1494.38%-1330.2pp | 116.88%+47.3pp |
| Employer contribution / active EE | $9,818 | $2,558+283.9% | $2,961+231.6% | $2,428+304.4% |
| Participant deferral / active EE | $0 | $3,305-100.0% | $4,276-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $516-100.0% | $5,953-100.0% | $627-100.0% |