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 | $34,932-75.8% | $56,441-85.1% | $74,546-88.7% |
| Participation rate | 99.2% | 32.9%+66.4pp | 52.5%+46.8pp | 67.2%+32.0pp |
| Annual return | 85.84% | 24.90%+60.9pp | 1704.21%-1618.4pp | 1366.03%-1280.2pp |
| Employer contribution / active EE | $2,428 | $608+299.1% | $1,039+133.7% | $2,624-7.5% |
| Participant deferral / active EE | $0 | $1,173-100.0% | $1,953-100.0% | $4,347-100.0% |
| Admin fee / account holder | $0 | $2,359-100.0% | $2,829-100.0% | $1,944-100.0% |