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 | $178,746 | $79,438+125.0% | $106,555+67.7% | $79,391+125.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 76.1%+23.9pp | 70.7%+29.3pp |
| Annual return | 52.79% | 18.27%+34.5pp | 26.80%+26.0pp | 116.88%-64.1pp |
| Employer contribution / active EE | $2,307 | $2,235+3.2% | $2,819-18.2% | $2,428-5.0% |
| Participant deferral / active EE | $0 | $3,824-100.0% | $4,399-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $523-100.0% | $7,408-100.0% | $627-100.0% |