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 | $155,571 | $30,086+417.1% | $61,399+153.4% | $64,814+140.0% |
| Participation rate | 96.2% | 36.4%+59.9pp | 52.6%+43.7pp | 71.5%+24.8pp |
| Annual return | 15.49% | -13.99%+29.5pp | 338.81%-323.3pp | 32.84%-17.3pp |
| Employer contribution / active EE | $6,913 | $536+1189.3% | $1,159+496.3% | $2,507+175.8% |
| Participant deferral / active EE | $0 | $1,126-100.0% | $2,124-100.0% | $4,310-100.0% |
| Admin fee / account holder | $0 | $148-100.0% | $2,131-100.0% | $188-100.0% |