Filed September 17, 2024
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $210,147 | $106,236+97.8% | $112,270+87.2% | $64,829+224.2% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.1%+24.9pp | 71.5%+28.5pp |
| Annual return | 44.38% | -6.02%+50.4pp | 27.49%+16.9pp | 32.85%+11.5pp |
| Employer contribution / active EE | $4,962 | $3,167+56.7% | $3,635+36.5% | $2,507+97.9% |
| Participant deferral / active EE | $0 | $3,786-100.0% | $4,729-100.0% | $4,312-100.0% |
| Admin fee / account holder | $0 | $452-100.0% | $6,411-100.0% | $188-100.0% |