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 | $101,672+89.5% | $147,117+30.9% | $74,478+158.6% |
| Participation rate | 99.0% | 75.5%+23.5pp | 82.2%+16.8pp | 67.2%+31.8pp |
| Annual return | 38.52% | 8757.83%-8719.3pp | 420.54%-382.0pp | 1370.56%-1332.0pp |
| Employer contribution / active EE | $8,383 | $3,813+119.8% | $4,932+69.9% | $2,626+219.2% |
| Participant deferral / active EE | $0 | $7,305-100.0% | $8,065-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $1,753-100.0% | $12,993-100.0% | $1,946-100.0% |