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 | $54,060-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 3.3%-3.3pp | 0.0%0pp |
| Annual return | 10.09% | 13.51%-3.4pp | 36.37%-26.3pp | 13.51%-3.4pp |
| Employer contribution / active EE | $15,277 | $8,170+87.0% | $37,223-59.0% | $8,170+87.0% |
| Participant deferral / active EE | $0 | $488-100.0% | $524-100.0% | $488-100.0% |
| Admin fee / account holder | $0 | $0 | $568-100.0% | - |