Filed December 24, 2023
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,116 | $86,692-45.7% | $119,634-60.6% | $66,949-29.6% |
| Participation rate | 98.0% | 75.6%+22.4pp | 79.3%+18.7pp | 69.8%+28.2pp |
| Annual return | 0.00% | -8.00%+8.0pp | -14.98%+15.0pp | 1.57%-1.6pp |
| Employer contribution / active EE | $22,202 | $2,536+775.5% | $4,232+424.6% | $2,545+772.2% |
| Participant deferral / active EE | $0 | $4,360-100.0% | $5,601-100.0% | $4,239-100.0% |
| Admin fee / account holder | $0 | $755-100.0% | $10,329-100.0% | $594-100.0% |