Filed November 16, 2023
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,293 | $78,781-42.5% | $100,540-54.9% | $73,415-38.3% |
| Participation rate | 81.7% | 80.0%+1.7pp | 79.4%+2.3pp | 72.2%+9.5pp |
| Annual return | 15.66% | 31.69%-16.0pp | 30.90%-15.2pp | 59.30%-43.6pp |
| Employer contribution / active EE | $2,764 | $2,420+14.2% | $3,419-19.1% | $2,234+23.7% |
| Participant deferral / active EE | $0 | $6,537-100.0% | $6,272-100.0% | $3,806-100.0% |
| Admin fee / account holder | $0 | $145-100.0% | $8,082-100.0% | $158-100.0% |