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 | $122,042-37.2% | $184,243-58.4% | $74,429+3.0% |
| Participation rate | 100.0% | 85.5%+14.5pp | 86.8%+13.2pp | 67.2%+32.8pp |
| Annual return | 14.12% | 19.91%-5.8pp | 28.82%-14.7pp | 1368.38%-1354.3pp |
| Employer contribution / active EE | $7,437 | $4,538+63.9% | $6,427+15.7% | $2,625+183.3% |
| Participant deferral / active EE | $0 | $7,143-100.0% | $9,132-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $1,252-100.0% | $13,914-100.0% | $1,944-100.0% |