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 | $60,261-11.0% | $81,783-34.4% | $74,546-28.1% |
| Participation rate | 95.2% | 62.9%+32.3pp | 72.4%+22.9pp | 67.2%+28.0pp |
| Annual return | 13.00% | 16.88%-3.9pp | 775.05%-762.1pp | 1366.03%-1353.0pp |
| Employer contribution / active EE | $2,000 | $2,622-23.7% | $2,913-31.3% | $2,624-23.8% |
| Participant deferral / active EE | $3,628 | $3,388+7.1% | $4,320-16.0% | $4,347-16.5% |
| Admin fee / account holder | $13 | $1,482-99.1% | $7,380-99.8% | $1,944-99.3% |