Filed January 11, 2024
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Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,203 | $76,696-55.4% | $96,515-64.6% | $71,511-52.2% |
| Participation rate | 97.7% | 66.6%+31.1pp | 74.3%+23.3pp | 67.9%+29.7pp |
| Annual return | 210.54% | 48.32%+162.2pp | 35.73%+174.8pp | 28.86%+181.7pp |
| Employer contribution / active EE | $2,887 | $3,032-4.8% | $3,740-22.8% | $2,589+11.5% |
| 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% |