Filed January 31, 2024 (most recent of 2 filings on file)
Total covered: 466 employees
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $226,149 | $138,331+63.5% | $86,717+160.8% | $89,433+152.9% |
| Participation rate | 80.0% | 88.9%-8.9pp | 76.6%+3.4pp | 71.3%+8.7pp |
| Annual return | -14.32% | -11.72%-2.6pp | 35.97%-50.3pp | -11.88%-2.4pp |
| Employer contribution / active EE | $6,447 | $4,812+34.0% | $2,837+127.2% | $3,021+113.4% |
| Participant deferral / active EE | $10,612 | $8,027+32.2% | $4,657+127.9% | $5,125+107.1% |
| Admin fee / account holder | $1 | $64-98.5% | $7,494-100.0% | $79-98.8% |