Filed April 8, 2024
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,905 | $101,653+32.7% | $147,080-8.3% | $74,459+81.2% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 268.00% | 8754.98%-8487.0pp | 420.17%-152.2pp | 1369.70%-1101.7pp |
| Employer contribution / active EE | $41,925 | $3,813+999.4% | $4,933+749.8% | $2,626+1496.6% |
| Participant deferral / active EE | $0 | $7,304-100.0% | $8,066-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $1,752-100.0% | $12,989-100.0% | $1,945-100.0% |