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 | $67,594+104.4% | $77,361+78.6% | $69,733+98.2% |
| Participation rate | 97.8% | 71.7%+26.1pp | 75.0%+22.9pp | 62.5%+35.4pp |
| Annual return | 11.06% | 19.20%-8.1pp | 1011.54%-1000.5pp | 15.22%-4.2pp |
| Employer contribution / active EE | $5,038 | $2,649+90.2% | $2,990+68.5% | $2,250+123.9% |
| Participant deferral / active EE | $7,193 | $3,401+111.5% | $3,911+83.9% | $3,054+135.5% |
| Admin fee / account holder | $1 | $1,159-99.9% | $5,894-100.0% | $3,102-100.0% |