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 | $134,972 | $84,784+59.2% | $98,462+37.1% | $74,473+81.2% |
| Participation rate | 99.1% | 81.5%+17.6pp | 75.2%+23.9pp | 70.7%+28.4pp |
| Annual return | 64.09% | 20.59%+43.5pp | 21.17%+42.9pp | 34.36%+29.7pp |
| Employer contribution / active EE | $1,146 | $3,364-65.9% | $3,049-62.4% | $2,638-56.6% |
| Participant deferral / active EE | $0 | $5,218-100.0% | $4,738-100.0% | $4,530-100.0% |
| Admin fee / account holder | $11 | $204-94.9% | $8,875-99.9% | $347-97.0% |