Filed September 17, 2024
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $231,226 | $77,683+197.7% | $109,191+111.8% | $79,395+191.2% |
| Participation rate | 100.0% | 67.8%+32.2pp | 75.9%+24.1pp | 70.7%+29.3pp |
| Annual return | 60.15% | 23.45%+36.7pp | 25.76%+34.4pp | 116.90%-56.8pp |
| Employer contribution / active EE | $7,158 | $2,798+155.8% | $3,723+92.3% | $2,428+194.8% |
| Participant deferral / active EE | $0 | $3,517-100.0% | $4,653-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $732-100.0% | $6,756-100.0% | $626-100.0% |