Filed January 22, 2024
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $217,612 | $29,546+636.5% | $56,441+285.6% | $77,671+180.2% |
| Participation rate | 96.7% | 32.7%+64.1pp | 52.5%+44.3pp | 70.6%+26.2pp |
| Annual return | 25.95% | 19.01%+6.9pp | 1704.21%-1678.3pp | 31.21%-5.3pp |
| Employer contribution / active EE | $5,915 | $568+941.1% | $1,039+469.3% | $2,726+117.0% |
| Participant deferral / active EE | $0 | $1,061-100.0% | $1,953-100.0% | $4,648-100.0% |
| Admin fee / account holder | $0 | $1,046-100.0% | $2,829-100.0% | $430-100.0% |