Filed October 25, 2023
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $194,572 | $76,696+153.7% | $96,515+101.6% | $71,511+172.1% |
| Participation rate | 99.3% | 66.6%+32.7pp | 74.3%+24.9pp | 67.9%+31.4pp |
| Annual return | 0.00% | 48.32%-48.3pp | 35.73%-35.7pp | 28.86%-28.9pp |
| Employer contribution / active EE | $14,287 | $3,032+371.3% | $3,740+282.0% | $2,589+451.8% |
| Participant deferral / active EE | $0 | $3,770-100.0% | $4,880-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $2,030-100.0% | $6,735-100.0% | $1,588-100.0% |