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 | $78,562+27.1% | $105,608-5.5% | $74,429+34.1% |
| Participation rate | 99.5% | 72.8%+26.7pp | 75.3%+24.2pp | 67.2%+32.3pp |
| Annual return | 26.27% | 15.94%+10.3pp | 116.50%-90.2pp | 1368.38%-1342.1pp |
| Employer contribution / active EE | $21,845 | $2,521+766.4% | $3,167+589.8% | $2,625+732.2% |
| Participant deferral / active EE | $0 | $4,321-100.0% | $5,010-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $2,217-100.0% | $11,028-100.0% | $1,944-100.0% |