Filed February 13, 2023
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,798 | $76,696-42.9% | $96,538-54.6% | $71,529-38.8% |
| Participation rate | 99.0% | 66.6%+32.5pp | 74.3%+24.7pp | 67.9%+31.1pp |
| Annual return | 143.23% | 48.32%+94.9pp | 35.74%+107.5pp | 28.97%+114.3pp |
| Employer contribution / active EE | $9,895 | $3,032+226.4% | $3,740+164.6% | $2,590+282.1% |
| 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% | $6,737-100.0% | $1,588-100.0% |