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 | $75,078 | $60,795+23.5% | $69,464+8.1% | $65,185+15.2% |
| Participation rate | 82.9% | 74.9%+8.1pp | 74.6%+8.3pp | 70.2%+12.7pp |
| Annual return | 20.49% | 17.46%+3.0pp | 28.98%-8.5pp | 29.38%-8.9pp |
| Employer contribution / active EE | $0 | $2,452-100.0% | $2,779-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $4,598 | $3,162+45.4% | $3,536+30.0% | $3,514+30.9% |
| Admin fee / account holder | $0 | $314-100.0% | $3,840-100.0% | $847-100.0% |