Filed January 8, 2024 (most recent of 4 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 | $196,599 | $63,114+211.5% | $92,916+111.6% | $65,188+201.6% |
| Participation rate | 100.0% | 68.8%+31.2pp | 76.0%+24.0pp | 70.2%+29.8pp |
| Annual return | 0.00% | 28.75%-28.8pp | 109.45%-109.4pp | 29.38%-29.4pp |
| Employer contribution / active EE | $15,619 | $2,571+507.6% | $3,654+327.5% | $2,177+617.5% |
| Participant deferral / active EE | $0 | $3,108-100.0% | $4,238-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $624-100.0% | $5,796-100.0% | $847-100.0% |