Filed December 5, 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 | $63,970 | $52,467+21.9% | $57,196+11.8% | $55,167+16.0% |
| Participation rate | 80.1% | 75.8%+4.2pp | 75.3%+4.8pp | 69.0%+11.1pp |
| Annual return | 8.23% | 7.72%+0.5pp | 14.59%-6.4pp | 169.23%-161.0pp |
| Employer contribution / active EE | $0 | $2,477-100.0% | $2,683-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $4,463 | $2,830+57.7% | $3,096+44.2% | $3,054+46.1% |
| Admin fee / account holder | $0 | $269-100.0% | $3,141-100.0% | $504-100.0% |