Filed July 19, 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 | $76,682 | $122,063-37.2% | $184,256-58.4% | $74,478+3.0% |
| Participation rate | 100.0% | 85.5%+14.5pp | 86.8%+13.2pp | 67.2%+32.8pp |
| Annual return | 14.12% | 19.92%-5.8pp | 28.85%-14.7pp | 1370.56%-1356.4pp |
| Employer contribution / active EE | $7,437 | $4,539+63.8% | $6,427+15.7% | $2,626+183.2% |
| Participant deferral / active EE | $0 | $7,144-100.0% | $9,133-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $1,253-100.0% | $13,899-100.0% | $1,946-100.0% |