Filed July 12, 2023
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,436 | $30,423-72.3% | $56,025-84.9% | $74,478-88.7% |
| Participation rate | 99.2% | 32.9%+66.4pp | 52.5%+46.7pp | 67.2%+32.0pp |
| Annual return | 85.84% | 24.97%+60.9pp | 1712.69%-1626.8pp | 1370.56%-1284.7pp |
| Employer contribution / active EE | $2,428 | $610+297.8% | $1,042+133.1% | $2,626-7.6% |
| Participant deferral / active EE | $0 | $1,176-100.0% | $1,955-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $2,363-100.0% | $2,828-100.0% | $1,946-100.0% |