Filed October 20, 2023 (most recent of 2 filings on file)
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,569 | $60,989+99.3% | $60,919+99.6% | $66,949+81.6% |
| Participation rate | 98.2% | 74.5%+23.7pp | 73.1%+25.1pp | 69.8%+28.4pp |
| Annual return | -11.66% | -9.60%-2.1pp | 16.96%-28.6pp | 1.57%-13.2pp |
| Employer contribution / active EE | $6,453 | $2,661+142.6% | $2,704+138.7% | $2,545+153.5% |
| Participant deferral / active EE | $6,842 | $3,615+89.3% | $3,814+79.4% | $4,239+61.4% |
| Admin fee / account holder | $0 | $338-100.0% | $3,228-100.0% | $594-100.0% |