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 | $111,841 | $60,989+83.4% | $60,906+83.6% | $66,938+67.1% |
| Participation rate | 98.7% | 74.5%+24.2pp | 73.1%+25.6pp | 69.8%+28.9pp |
| Annual return | -10.54% | -9.60%-0.9pp | 16.94%-27.5pp | 1.58%-12.1pp |
| Employer contribution / active EE | $4,227 | $2,661+58.9% | $2,703+56.4% | $2,545+66.1% |
| Participant deferral / active EE | $5,791 | $3,615+60.2% | $3,814+51.8% | $4,238+36.6% |
| Admin fee / account holder | $0 | $338-100.0% | $3,227-100.0% | $594-100.0% |