Filed March 14, 2024
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,991 | $91,474-59.6% | $135,982-72.8% | $71,529-48.3% |
| Participation rate | 74.8% | 75.7%-0.8pp | 81.9%-7.1pp | 67.9%+6.9pp |
| Annual return | 0.00% | 29.89%-29.9pp | 68.32%-68.3pp | 28.97%-29.0pp |
| Employer contribution / active EE | $16,556 | $3,705+346.8% | $4,859+240.7% | $2,590+539.3% |
| Participant deferral / active EE | $0 | $7,095-100.0% | $7,760-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $1,267-100.0% | $10,767-100.0% | $1,588-100.0% |