Filed November 15, 2022 (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 | $53,616 | $60,454-11.3% | $81,844-34.5% | $74,459-28.0% |
| Participation rate | 95.2% | 63.0%+32.3pp | 72.4%+22.8pp | 67.2%+28.0pp |
| Annual return | 13.00% | 16.87%-3.9pp | 778.87%-765.9pp | 1369.70%-1356.7pp |
| Employer contribution / active EE | $2,000 | $2,630-23.9% | $2,916-31.4% | $2,626-23.8% |
| Participant deferral / active EE | $3,628 | $3,398+6.8% | $4,323-16.1% | $4,350-16.6% |
| Admin fee / account holder | $13 | $1,490-99.1% | $7,355-99.8% | $1,945-99.3% |