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 | $60,393-11.2% | $81,820-34.5% | $74,429-28.0% |
| Participation rate | 95.2% | 62.9%+32.3pp | 72.4%+22.8pp | 67.2%+28.0pp |
| Annual return | 13.00% | 16.89%-3.9pp | 777.93%-764.9pp | 1368.38%-1355.4pp |
| Employer contribution / active EE | $2,000 | $2,626-23.8% | $2,915-31.4% | $2,625-23.8% |
| Participant deferral / active EE | $3,628 | $3,397+6.8% | $4,323-16.1% | $4,348-16.6% |
| Admin fee / account holder | $13 | $1,491-99.1% | $7,391-99.8% | $1,944-99.3% |