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 | $111,885 | $72,639+54.0% | $90,766+23.3% | $66,949+67.1% |
| Participation rate | 99.3% | 73.7%+25.6pp | 75.7%+23.6pp | 69.8%+29.5pp |
| Annual return | 0.67% | -12.28%+13.0pp | -12.16%+12.8pp | 1.57%-0.9pp |
| Employer contribution / active EE | $3,980 | $2,369+68.0% | $2,922+36.2% | $2,545+56.3% |
| Participant deferral / active EE | $0 | $3,979-100.0% | $4,565-100.0% | $4,239-100.0% |
| Admin fee / account holder | $3 | $708-99.5% | $8,446-100.0% | $594-99.4% |