Filed January 16, 2024
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,819 | $79,438+28.2% | $106,555-4.4% | $79,391+28.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 76.1%+23.9pp | 70.7%+29.3pp |
| Annual return | 31.35% | 18.27%+13.1pp | 26.80%+4.5pp | 116.88%-85.5pp |
| Employer contribution / active EE | $3,466 | $2,235+55.1% | $2,819+22.9% | $2,428+42.8% |
| Participant deferral / active EE | $0 | $3,824-100.0% | $4,399-100.0% | $4,046-100.0% |
| Admin fee / account holder | $4 | $523-99.3% | $7,408-100.0% | $627-99.4% |