Filed October 22, 2024
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,463 | $64,909+139.5% | $82,312+88.9% | $62,293+149.6% |
| Participation rate | 100.0% | 74.9%+25.1pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 19.11% | 21.18%-2.1pp | 25.88%-6.8pp | 28.90%-9.8pp |
| Employer contribution / active EE | $990 | $1,676-40.9% | $2,428-59.2% | $2,042-51.5% |
| Participant deferral / active EE | $0 | $3,103-100.0% | $3,706-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $440-100.0% | $5,608-100.0% | $479-100.0% |