Filed February 20, 2024
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,830 | $78,607+27.0% | $105,624-5.5% | $74,478+34.0% |
| Participation rate | 99.5% | 72.8%+26.7pp | 75.3%+24.2pp | 67.2%+32.3pp |
| Annual return | 26.27% | 15.96%+10.3pp | 116.20%-89.9pp | 1370.56%-1344.3pp |
| Employer contribution / active EE | $21,845 | $2,523+765.8% | $3,168+589.6% | $2,626+731.8% |
| Participant deferral / active EE | $0 | $4,325-100.0% | $5,013-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $2,220-100.0% | $10,961-100.0% | $1,946-100.0% |