Filed October 29, 2024
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,180 | $65,084+112.3% | $67,681+104.2% | $64,340+114.8% |
| Participation rate | 97.8% | 66.7%+31.1pp | 73.7%+24.1pp | 55.2%+42.6pp |
| Annual return | 11.06% | 20.50%-9.4pp | 590.58%-579.5pp | 24.14%-13.1pp |
| Employer contribution / active EE | $5,038 | $2,398+110.1% | $2,678+88.1% | $1,862+170.6% |
| Participant deferral / active EE | $7,193 | $3,210+124.1% | $3,976+80.9% | $2,980+141.4% |
| Admin fee / account holder | $1 | $1,415-99.9% | $6,100-100.0% | $3,703-100.0% |