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 | $78,483+27.2% | $106,201-6.0% | $74,546+33.9% |
| Participation rate | 99.5% | 72.8%+26.7pp | 75.3%+24.2pp | 67.2%+32.3pp |
| Annual return | 26.27% | 15.94%+10.3pp | 116.26%-90.0pp | 1366.03%-1339.8pp |
| Employer contribution / active EE | $21,845 | $2,522+766.3% | $3,170+589.2% | $2,624+732.4% |
| Participant deferral / active EE | $0 | $4,320-100.0% | $5,012-100.0% | $4,347-100.0% |
| Admin fee / account holder | $0 | $2,236-100.0% | $11,039-100.0% | $1,944-100.0% |