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 | $49,900 | $23,385+113.4% | $69,182-27.9% | $57,658-13.5% |
| Participation rate | 99.3% | 37.9%+61.4pp | 55.1%+44.2pp | 70.2%+29.1pp |
| Annual return | 30.86% | -659.34%+690.2pp | -21.93%+52.8pp | 5.13%+25.7pp |
| Employer contribution / active EE | $7,313 | $422+1631.2% | $1,206+506.3% | $1,974+270.5% |
| Participant deferral / active EE | $0 | $843-100.0% | $1,897-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $82-100.0% | $2,697-100.0% | $95-100.0% |