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 | $69,850 | $106,236-34.3% | $112,270-37.8% | $64,829+7.7% |
| Participation rate | 91.8% | 71.7%+20.1pp | 75.1%+16.8pp | 71.5%+20.3pp |
| Annual return | -3.29% | -6.02%+2.7pp | 27.49%-30.8pp | 32.85%-36.1pp |
| Employer contribution / active EE | $3,344 | $3,167+5.6% | $3,635-8.0% | $2,507+33.4% |
| Participant deferral / active EE | $0 | $3,786-100.0% | $4,729-100.0% | $4,312-100.0% |
| Admin fee / account holder | $0 | $452-100.0% | $6,411-100.0% | $188-100.0% |