Filed September 13, 2024 (most recent of 3 filings on file)
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,451 | $60,989+53.2% | $60,899+53.5% | $66,930+39.6% |
| Participation rate | 95.6% | 74.5%+21.1pp | 73.1%+22.5pp | 69.8%+25.8pp |
| Annual return | -10.21% | -9.60%-0.6pp | 16.92%-27.1pp | 1.57%-11.8pp |
| Employer contribution / active EE | $2,116 | $2,661-20.5% | $2,702-21.7% | $2,545-16.9% |
| Participant deferral / active EE | $2,649 | $3,615-26.7% | $3,817-30.6% | $4,238-37.5% |
| Admin fee / account holder | $51 | $338-84.8% | $3,225-98.4% | $593-91.3% |