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 | $82,163+66.3% | $125,358+9.0% | $64,811+110.9% |
| Participation rate | 94.2% | 77.9%+16.3pp | 82.4%+11.8pp | 71.5%+22.7pp |
| Annual return | 12.26% | 3.49%+8.8pp | 572.03%-559.8pp | 32.83%-20.6pp |
| Employer contribution / active EE | $2,572 | $3,616-28.9% | $4,814-46.6% | $2,506+2.6% |
| Participant deferral / active EE | $0 | $7,175-100.0% | $7,447-100.0% | $4,310-100.0% |
| Admin fee / account holder | $0 | $163-100.0% | $10,007-100.0% | $188-100.0% |