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 | $77,354 | $65,322+18.4% | $70,476+9.8% | $73,493+5.3% |
| Participation rate | 83.4% | 77.0%+6.5pp | 75.1%+8.4pp | 70.7%+12.7pp |
| Annual return | 9.62% | 15.71%-6.1pp | 109.12%-99.5pp | 28.51%-18.9pp |
| Employer contribution / active EE | $0 | $2,460-100.0% | $2,738-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $4,191 | $3,375+24.2% | $3,710+12.9% | $3,740+12.1% |
| Admin fee / account holder | $0 | $214-100.0% | $3,847-100.0% | $513-100.0% |