Filed January 12, 2024
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,023 | $82,979-28.9% | $102,412-42.4% | $77,736-24.1% |
| Participation rate | 95.0% | 71.5%+23.4pp | 74.5%+20.5pp | 70.6%+24.4pp |
| Annual return | 259.43% | 19.11%+240.3pp | 24.94%+234.5pp | 31.26%+228.2pp |
| Employer contribution / active EE | $15,516 | $3,554+336.6% | $3,870+300.9% | $2,728+468.8% |
| 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% |