Filed December 9, 2024 (most recent of 2 filings on file)
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,314 | $65,125-71.9% | $143,797-87.3% | $66,949-72.6% |
| Participation rate | 87.1% | 65.2%+21.9pp | 80.3%+6.8pp | 69.8%+17.3pp |
| Annual return | -15.85% | -11.13%-4.7pp | -0.04%-15.8pp | 1.57%-17.4pp |
| Employer contribution / active EE | $1,722 | $2,362-27.1% | $4,952-65.2% | $2,545-32.3% |
| Participant deferral / active EE | $2,182 | $2,920-25.3% | $5,638-61.3% | $4,239-48.5% |
| Admin fee / account holder | $37 | $503-92.7% | $14,679-99.8% | $594-93.8% |