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 | $30,421-72.3% | $56,077-85.0% | $74,429-88.7% |
| Participation rate | 99.2% | 32.9%+66.4pp | 52.5%+46.7pp | 67.2%+32.0pp |
| Annual return | 85.84% | 24.94%+60.9pp | 1709.28%-1623.4pp | 1368.38%-1282.5pp |
| Employer contribution / active EE | $2,428 | $610+298.2% | $1,040+133.4% | $2,625-7.5% |
| Participant deferral / active EE | $0 | $1,175-100.0% | $1,954-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $2,363-100.0% | $2,825-100.0% | $1,944-100.0% |