Filed July 14, 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 | $96,803 | $79,151+22.3% | $60,906+58.9% | $64,819+49.3% |
| Participation rate | 93.6% | 77.7%+15.9pp | 73.1%+20.5pp | 71.5%+22.2pp |
| Annual return | -12.73% | -7.12%-5.6pp | 16.94%-29.7pp | 32.84%-45.6pp |
| Employer contribution / active EE | $3,594 | $3,052+17.8% | $2,703+33.0% | $2,507+43.4% |
| Participant deferral / active EE | $6,032 | $3,727+61.8% | $3,814+58.2% | $4,311+39.9% |
| Admin fee / account holder | $65 | $106-38.6% | $3,227-98.0% | $188-65.4% |