Filed January 24, 2024
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $179,673 | $92,186+94.9% | $105,624+70.1% | $77,762+131.1% |
| Participation rate | 98.9% | 81.0%+17.8pp | 75.3%+23.6pp | 70.6%+28.3pp |
| Annual return | 52.05% | 17.83%+34.2pp | 116.20%-64.2pp | 31.27%+20.8pp |
| Employer contribution / active EE | $2,068 | $3,376-38.7% | $3,168-34.7% | $2,728-24.2% |
| Participant deferral / active EE | $0 | $5,395-100.0% | $5,013-100.0% | $4,651-100.0% |
| Admin fee / account holder | $2 | $219-98.9% | $10,961-100.0% | $433-99.4% |