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 | $80,293-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 5.6%-5.6pp | 0.0%0pp |
| Annual return | 17.29% | 13.18%+4.1pp | 15.31%+2.0pp | 13.18%+4.1pp |
| Employer contribution / active EE | $18,307 | $8,469+116.2% | $28,686-36.2% | $8,469+116.2% |
| Participant deferral / active EE | $0 | $322-100.0% | $126-100.0% | $322-100.0% |
| Admin fee / account holder | $0 | $0 | $456-100.0% | - |