Filed October 26, 2023 (most recent of 2 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 | $192,623 | $101,591+89.6% | $147,096+31.0% | $74,429+158.8% |
| Participation rate | 99.0% | 75.5%+23.5pp | 82.2%+16.8pp | 67.2%+31.8pp |
| Annual return | 38.52% | 8746.45%-8707.9pp | 419.75%-381.2pp | 1368.38%-1329.9pp |
| Employer contribution / active EE | $8,383 | $3,813+119.9% | $4,936+69.8% | $2,625+219.4% |
| Participant deferral / active EE | $0 | $7,302-100.0% | $8,071-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $1,750-100.0% | $13,005-100.0% | $1,944-100.0% |