Filed September 17, 2024
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $221,542 | $83,023+166.8% | $102,437+116.3% | $77,762+184.9% |
| Participation rate | 98.9% | 71.5%+27.3pp | 74.5%+24.3pp | 70.6%+28.3pp |
| Annual return | 92.94% | 19.12%+73.8pp | 24.95%+68.0pp | 31.27%+61.7pp |
| Employer contribution / active EE | $4,672 | $3,552+31.5% | $3,871+20.7% | $2,728+71.3% |
| Participant deferral / active EE | $0 | $4,110-100.0% | $5,060-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $639-100.0% | $8,388-100.0% | $433-100.0% |