Filed September 17, 2024
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $221,542 | $82,979+167.0% | $102,412+116.3% | $77,736+185.0% |
| Participation rate | 98.9% | 71.5%+27.3pp | 74.5%+24.4pp | 70.6%+28.3pp |
| Annual return | 92.94% | 19.11%+73.8pp | 24.94%+68.0pp | 31.26%+61.7pp |
| Employer contribution / active EE | $4,672 | $3,554+31.5% | $3,870+20.7% | $2,728+71.3% |
| Participant deferral / active EE | $0 | $4,109-100.0% | $5,060-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $639-100.0% | $8,388-100.0% | $433-100.0% |