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 | $92,090+95.1% | $106,201+69.2% | $77,671+131.3% |
| Participation rate | 98.9% | 81.0%+17.8pp | 75.3%+23.6pp | 70.6%+28.3pp |
| Annual return | 52.05% | 17.89%+34.2pp | 116.26%-64.2pp | 31.21%+20.8pp |
| Employer contribution / active EE | $2,068 | $3,368-38.6% | $3,170-34.8% | $2,726-24.2% |
| Participant deferral / active EE | $0 | $5,386-100.0% | $5,012-100.0% | $4,648-100.0% |
| Admin fee / account holder | $2 | $219-98.9% | $11,039-100.0% | $430-99.4% |