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 | $132,961 | $65,582+102.7% | $64,097+107.4% | $71,529+85.9% |
| Participation rate | 94.9% | 73.2%+21.8pp | 72.3%+22.6pp | 67.9%+27.0pp |
| Annual return | 13.91% | 18.96%-5.0pp | 33.75%-19.8pp | 28.97%-15.1pp |
| Employer contribution / active EE | $6,153 | $2,671+130.4% | $2,750+123.8% | $2,590+137.6% |
| Participant deferral / active EE | $5,974 | $3,628+64.7% | $3,881+53.9% | $4,291+39.2% |
| Admin fee / account holder | $259 | $616-57.9% | $3,070-91.5% | $1,588-83.7% |