Filed March 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 | $35,494 | $64,138-44.7% | $112,258-68.4% | $66,930-47.0% |
| Participation rate | 99.1% | 68.5%+30.6pp | 75.1%+24.0pp | 69.8%+29.3pp |
| Annual return | 0.00% | -13.81%+13.8pp | 27.47%-27.5pp | 1.57%-1.6pp |
| Employer contribution / active EE | $29,887 | $3,006+894.1% | $3,636+722.1% | $2,545+1074.4% |
| Participant deferral / active EE | $0 | $3,694-100.0% | $4,728-100.0% | $4,238-100.0% |
| Admin fee / account holder | $0 | $625-100.0% | $6,411-100.0% | $593-100.0% |