Filed November 17, 2022 (most recent of 3 filings on file)
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,635 | $77,788+4.9% | $119,126-31.5% | $64,728+26.1% |
| Participation rate | 93.2% | 69.4%+23.8pp | 75.8%+17.5pp | 57.9%+35.3pp |
| Annual return | 20.86% | 13.19%+7.7pp | 282.11%-261.2pp | 49.38%-28.5pp |
| Employer contribution / active EE | $3,862 | $4,031-4.2% | $4,034-4.2% | $2,243+72.2% |
| Participant deferral / active EE | $0 | $2,599-100.0% | $5,318-100.0% | $2,729-100.0% |
| Admin fee / account holder | $0 | $1,365-100.0% | $10,693-100.0% | $1,145-100.0% |