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 | $141,579 | $51,223+176.4% | $82,763+71.1% | $66,949+111.5% |
| Participation rate | 98.3% | 67.9%+30.4pp | 72.6%+25.7pp | 69.8%+28.4pp |
| Annual return | 82.81% | -9.85%+92.7pp | 702.45%-619.6pp | 1.57%+81.2pp |
| Employer contribution / active EE | $11,140 | $2,611+326.7% | $3,008+270.3% | $2,545+337.6% |
| Participant deferral / active EE | $0 | $3,460-100.0% | $4,395-100.0% | $4,239-100.0% |
| Admin fee / account holder | $0 | $415-100.0% | $5,325-100.0% | $594-100.0% |