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 | $101,539+89.7% | $147,041+31.0% | $74,400+158.9% |
| Participation rate | 99.0% | 75.5%+23.5pp | 82.2%+16.8pp | 67.2%+31.8pp |
| Annual return | 38.52% | 8740.84%-8702.3pp | 419.21%-380.7pp | 1367.51%-1329.0pp |
| Employer contribution / active EE | $8,383 | $3,811+120.0% | $4,935+69.9% | $2,624+219.4% |
| Participant deferral / active EE | $0 | $7,304-100.0% | $8,071-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $1,749-100.0% | $13,006-100.0% | $1,944-100.0% |