Filed February 6, 2023
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,676 | $48,744-53.5% | $93,696-75.8% | $199,960-88.7% |
| Participation rate | 99.6% | 63.7%+35.9pp | 68.7%+30.9pp | 72.0%+27.6pp |
| Annual return | 60.34% | 15.36%+45.0pp | 133.74%-73.4pp | 34.28%+26.1pp |
| Employer contribution / active EE | $14,143 | $1,140+1140.4% | $2,422+484.0% | $3,036+365.9% |
| Participant deferral / active EE | $0 | $2,825-100.0% | $4,417-100.0% | $5,087-100.0% |
| Admin fee / account holder | $0 | $195-99.8% | $8,287-100.0% | $269-99.9% |