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 | $182,773 | $73,823+147.6% | $379,746-51.9% | $73,497+148.7% |
| Participation rate | 100.0% | 73.1%+26.9pp | 78.4%+21.6pp | 70.7%+29.3pp |
| Annual return | 123.58% | 29.06%+94.5pp | 34.90%+88.7pp | 28.51%+95.1pp |
| Employer contribution / active EE | $6,301 | $2,472+154.9% | $3,540+78.0% | $2,270+177.6% |
| Participant deferral / active EE | $0 | $4,038-100.0% | $6,024-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $607-100.0% | $7,927-100.0% | $513-100.0% |