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 | $111,467 | $65,322+70.6% | $70,476+58.2% | $73,493+51.7% |
| Participation rate | 98.5% | 77.0%+21.6pp | 75.1%+23.5pp | 70.7%+27.8pp |
| Annual return | 12.73% | 15.71%-3.0pp | 109.12%-96.4pp | 28.51%-15.8pp |
| Employer contribution / active EE | $4,717 | $2,460+91.8% | $2,738+72.3% | $2,270+107.8% |
| Participant deferral / active EE | $6,236 | $3,375+84.8% | $3,710+68.1% | $3,740+66.7% |
| Admin fee / account holder | $0 | $214-100.0% | $3,847-100.0% | $513-100.0% |