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 | $29,507+637.5% | $56,025+288.4% | $77,762+179.8% |
| Participation rate | 96.7% | 32.7%+64.0pp | 52.5%+44.2pp | 70.6%+26.2pp |
| Annual return | 25.95% | 18.90%+7.1pp | 1712.69%-1686.7pp | 31.27%-5.3pp |
| Employer contribution / active EE | $5,915 | $570+938.2% | $1,042+467.9% | $2,728+116.8% |
| Participant deferral / active EE | $0 | $1,062-100.0% | $1,955-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $1,041-100.0% | $2,828-100.0% | $433-100.0% |