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 | $80,781-9.9% | $102,437-28.9% | $74,478-2.2% |
| Participation rate | 100.0% | 65.7%+34.3pp | 74.5%+25.5pp | 67.2%+32.8pp |
| Annual return | 468.04% | 27.58%+440.5pp | 24.95%+443.1pp | 1370.56%-902.5pp |
| Employer contribution / active EE | $13,905 | $3,160+340.0% | $3,871+259.2% | $2,626+429.5% |
| Participant deferral / active EE | $0 | $3,862-100.0% | $5,060-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $2,372-100.0% | $8,388-100.0% | $1,946-100.0% |