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 | $194,069 | $58,093+234.1% | $80,022+142.5% | $56,289+244.8% |
| Participation rate | 99.4% | 73.6%+25.7pp | 75.8%+23.5pp | 69.9%+29.5pp |
| Annual return | 7.86% | 34.63%-26.8pp | 11.22%-3.4pp | -9.96%+17.8pp |
| Employer contribution / active EE | $3,731 | $1,933+93.1% | $2,468+51.2% | $2,111+76.8% |
| Participant deferral / active EE | $0 | $3,136-100.0% | $3,686-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $623-100.0% | $6,521-100.0% | $521-100.0% |