Filed October 25, 2024 (most recent of 5 filings on file)
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,665 | $50,919-57.5% | $155,556-86.1% | $77,762-72.1% |
| Participation rate | 86.0% | 63.1%+22.9pp | 78.2%+7.8pp | 70.6%+15.4pp |
| Annual return | 12.71% | 34.84%-22.1pp | 64.84%-52.1pp | 31.27%-18.6pp |
| Employer contribution / active EE | $2,362 | $1,991+18.6% | $4,675-49.5% | $2,728-13.4% |
| Participant deferral / active EE | $748 | $2,824-73.5% | $5,631-86.7% | $4,651-83.9% |
| Admin fee / account holder | $57 | $437-86.9% | $15,885-99.6% | $433-86.8% |