Filed October 15, 2024 (most recent of 3 filings on file)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $148,078-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 5.4%-5.4pp | 0.0%0pp |
| Annual return | 10.70% | 8.85%+1.8pp | 6.70%+4.0pp | 8.85%+1.8pp |
| Employer contribution / active EE | $19,475 | $8,529+128.4% | $25,217-22.8% | $8,529+128.4% |
| Participant deferral / active EE | $0 | $399-100.0% | $47-100.0% | $399-100.0% |
| Admin fee / account holder | $0 | $0 | $7,182-100.0% | - |