Filed October 29, 2024
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Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,133 | $55,002+85.7% | $59,887+70.5% | $56,287+81.4% |
| Participation rate | 98.3% | 75.9%+22.4pp | 74.7%+23.6pp | 69.9%+28.5pp |
| Annual return | 9.96% | 1.13%+8.8pp | 3.46%+6.5pp | -9.96%+19.9pp |
| Employer contribution / active EE | $5,128 | $2,448+109.5% | $2,722+88.4% | $2,111+142.9% |
| Participant deferral / active EE | $6,844 | $3,121+119.3% | $3,402+101.2% | $3,350+104.3% |
| Admin fee / account holder | $14 | $236-93.9% | $3,591-99.6% | $521-97.3% |