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 | $29,569+635.9% | $56,077+288.1% | $77,714+180.0% |
| Participation rate | 96.7% | 32.6%+64.1pp | 52.5%+44.2pp | 70.6%+26.2pp |
| Annual return | 25.95% | 18.90%+7.1pp | 1709.28%-1683.3pp | 31.26%-5.3pp |
| Employer contribution / active EE | $5,915 | $569+940.1% | $1,040+468.6% | $2,727+116.9% |
| Participant deferral / active EE | $0 | $1,061-100.0% | $1,954-100.0% | $4,649-100.0% |
| Admin fee / account holder | $0 | $1,042-100.0% | $2,825-100.0% | $433-100.0% |