Filed September 17, 2024
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,526 | $55,449+59.7% | $83,831+5.6% | $56,289+57.3% |
| Participation rate | 100.0% | 68.0%+32.0pp | 76.1%+23.9pp | 69.9%+30.1pp |
| Annual return | 22.39% | -1.38%+23.8pp | 850.99%-828.6pp | -9.96%+32.3pp |
| Employer contribution / active EE | $6,489 | $2,430+167.0% | $3,631+78.7% | $2,111+207.4% |
| Participant deferral / active EE | $0 | $2,935-100.0% | $4,082-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $656-100.0% | $5,479-100.0% | $521-100.0% |