Filed January 16, 2024 (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 | $0 | $0 | $116,914-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 9.1%-9.1pp | 0.0%0pp |
| Annual return | 10.82% | 6.42%+4.4pp | 8.92%+1.9pp | 9.30%+1.5pp |
| Employer contribution / active EE | $6,431 | $10,547-39.0% | $24,457-73.7% | $12,551-48.8% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $14-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $692-100.0% | - |