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 | $189,020 | $76,112+148.3% | $96,544+95.8% | $71,529+164.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 76.0%+24.0pp | 67.9%+32.1pp |
| Annual return | 21.56% | 22.80%-1.2pp | 25.88%-4.3pp | 28.97%-7.4pp |
| Employer contribution / active EE | $20,511 | $2,248+812.4% | $2,966+591.4% | $2,590+692.0% |
| Participant deferral / active EE | $0 | $4,217-100.0% | $4,851-100.0% | $4,291-100.0% |
| Admin fee / account holder | $14 | $2,708-99.5% | $8,254-99.8% | $1,588-99.1% |