Filed December 22, 2023
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,655 | $40,435+223.1% | $80,627+62.0% | $74,460+75.5% |
| Participation rate | 87.3% | 47.4%+39.9pp | 67.0%+20.3pp | 70.7%+16.5pp |
| Annual return | 0.00% | 165.19%-165.2pp | 936.76%-936.8pp | 34.38%-34.4pp |
| Employer contribution / active EE | $6,927 | $1,498+362.5% | $2,723+154.4% | $2,638+162.6% |
| Participant deferral / active EE | $0 | $2,673-100.0% | $4,443-100.0% | $4,530-100.0% |
| Admin fee / account holder | $0 | $721-100.0% | $5,381-100.0% | $348-100.0% |