Filed January 3, 2025
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,678 | $83,369-48.8% | $105,223-59.4% | $67,986-37.2% |
| Participation rate | 100.0% | 56.3%+43.7pp | 75.0%+25.0pp | 57.2%+42.8pp |
| Annual return | 195.09% | 24.64%+170.4pp | 180.65%+14.4pp | 31.67%+163.4pp |
| Employer contribution / active EE | $4,520 | $2,541+77.9% | $3,689+22.5% | $2,019+123.9% |
| Participant deferral / active EE | $0 | $3,295-100.0% | $5,072-100.0% | $3,358-100.0% |
| Admin fee / account holder | $0 | $4,073-100.0% | $8,859-100.0% | $3,203-100.0% |