Filed September 17, 2024
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $186,828 | $69,383+169.3% | $101,275+84.5% | $73,501+154.2% |
| Participation rate | 97.0% | 68.4%+28.6pp | 75.8%+21.1pp | 70.7%+26.3pp |
| Annual return | 213.00% | 18.46%+194.5pp | 46.46%+166.5pp | 28.51%+184.5pp |
| Employer contribution / active EE | $4,581 | $2,628+74.3% | $3,660+25.2% | $2,270+101.8% |
| Participant deferral / active EE | $0 | $3,301-100.0% | $4,370-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $704-100.0% | $5,948-100.0% | $513-100.0% |