Filed August 29, 2024 (most recent of 6 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 | $63,820 | $87,173-26.8% | $59,899+6.5% | $75,289-15.2% |
| Participation rate | 98.8% | 74.5%+24.3pp | 74.7%+24.1pp | 72.4%+26.4pp |
| Annual return | -3.18% | -2.14%-1.0pp | 3.46%-6.6pp | -0.04%-3.1pp |
| Employer contribution / active EE | $1,474 | $3,473-57.6% | $2,723-45.9% | $2,405-38.7% |
| Participant deferral / active EE | $3,958 | $3,379+17.1% | $3,403+16.3% | $3,739+5.9% |
| Admin fee / account holder | $4 | $75-95.0% | $3,592-99.9% | $102-96.3% |