Filed August 2, 2024
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,023 | $50,498-48.5% | $75,784-65.7% | $55,191-52.8% |
| Participation rate | 99.7% | 69.4%+30.3pp | 75.8%+23.9pp | 69.2%+30.6pp |
| Annual return | 4.33% | 1.80%+2.5pp | 9.68%-5.4pp | 10.78%-6.5pp |
| Employer contribution / active EE | $1,807 | $2,291-21.1% | $3,323-45.6% | $1,899-4.8% |
| Participant deferral / active EE | $0 | $2,589-100.0% | $3,652-100.0% | $3,046-100.0% |
| Admin fee / account holder | $0 | $123-99.8% | $5,300-100.0% | $91-99.8% |