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 | $101,539+32.9% | $147,041-8.3% | $74,400+81.3% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 268.00% | 8740.84%-8472.8pp | 419.21%-151.2pp | 1367.51%-1099.5pp |
| Employer contribution / active EE | $41,925 | $3,811+1000.1% | $4,935+749.5% | $2,624+1497.5% |
| Participant deferral / active EE | $0 | $7,304-100.0% | $8,071-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $1,749-100.0% | $13,006-100.0% | $1,944-100.0% |