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 | $72,824 | $80,748-9.8% | $102,383-28.9% | $74,429-2.2% |
| Participation rate | 100.0% | 65.7%+34.3pp | 74.5%+25.5pp | 67.2%+32.8pp |
| Annual return | 468.04% | 27.57%+440.5pp | 24.94%+443.1pp | 1368.38%-900.3pp |
| Employer contribution / active EE | $13,905 | $3,159+340.1% | $3,870+259.3% | $2,625+429.8% |
| Participant deferral / active EE | $0 | $3,861-100.0% | $5,060-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $2,371-100.0% | $8,391-100.0% | $1,944-100.0% |