Filed February 19, 2025
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,234 | $64,919+32.8% | $392,568-78.0% | $65,186+32.3% |
| Participation rate | 100.0% | 72.0%+28.0pp | 78.1%+21.9pp | 70.2%+29.8pp |
| Annual return | 32.26% | 26.09%+6.2pp | 24.42%+7.8pp | 29.39%+2.9pp |
| Employer contribution / active EE | $10,305 | $2,374+334.0% | $3,783+172.4% | $2,177+373.4% |
| Participant deferral / active EE | $0 | $3,668-100.0% | $5,985-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $634-100.0% | $6,260-100.0% | $847-100.0% |