Filed September 30, 2022 (most recent of 3 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 | $136,667 | $82,188+66.3% | $125,391+9.0% | $64,824+110.8% |
| Participation rate | 94.2% | 77.9%+16.2pp | 82.4%+11.8pp | 71.5%+22.7pp |
| Annual return | 12.26% | 3.50%+8.8pp | 572.41%-560.2pp | 32.84%-20.6pp |
| Employer contribution / active EE | $2,572 | $3,617-28.9% | $4,816-46.6% | $2,507+2.6% |
| Participant deferral / active EE | $0 | $7,177-100.0% | $7,448-100.0% | $4,311-100.0% |
| Admin fee / account holder | $0 | $163-100.0% | $10,009-100.0% | $188-100.0% |