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 | $105,038 | $80,763+30.1% | $102,412+2.6% | $74,459+41.1% |
| Participation rate | 98.3% | 65.7%+32.6pp | 74.5%+23.8pp | 67.2%+31.1pp |
| Annual return | 159.86% | 27.57%+132.3pp | 24.94%+134.9pp | 1369.70%-1209.8pp |
| Employer contribution / active EE | $8,656 | $3,160+174.0% | $3,870+123.7% | $2,626+229.7% |
| Participant deferral / active EE | $0 | $3,862-100.0% | $5,060-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $2,371-100.0% | $8,388-100.0% | $1,945-100.0% |