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 | $191,798 | $83,090+130.8% | $130,062+47.5% | $71,529+168.1% |
| Participation rate | 96.5% | 74.1%+22.4pp | 78.5%+18.0pp | 67.9%+28.6pp |
| Annual return | 329.74% | 20.61%+309.1pp | -137.37%+467.1pp | 28.97%+300.8pp |
| Employer contribution / active EE | $22,955 | $2,624+775.0% | $4,322+431.1% | $2,590+786.4% |
| Participant deferral / active EE | $0 | $4,436-100.0% | $5,821-100.0% | $4,291-100.0% |
| Admin fee / account holder | $1 | $1,727-100.0% | $10,601-100.0% | $1,588-99.9% |