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 | $80,731-9.8% | $103,374-29.6% | $74,546-2.3% |
| Participation rate | 100.0% | 65.7%+34.3pp | 74.5%+25.5pp | 67.2%+32.8pp |
| Annual return | 468.04% | 27.56%+440.5pp | 24.89%+443.2pp | 1366.03%-898.0pp |
| Employer contribution / active EE | $13,905 | $3,158+340.3% | $3,869+259.4% | $2,624+429.9% |
| Participant deferral / active EE | $0 | $3,860-100.0% | $5,058-100.0% | $4,347-100.0% |
| Admin fee / account holder | $0 | $2,369-100.0% | $8,394-100.0% | $1,944-100.0% |