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 | 2.89% | 5.54%-2.6pp | 8.92%-6.0pp | 8.76%-5.9pp |
| Employer contribution / active EE | $6,865 | $6,639+3.4% | $24,457-71.9% | $16,664-58.8% |
| Participant deferral / active EE | $0 | $467-100.0% | $14-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $692-100.0% | - |