Filed January 16, 2024 (most recent of 2 filings on file)
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $52,533 | $61,473-14.5% | $81,726-35.7% | $73,415-28.4% |
| Participation rate | 34.3% | 72.4%-38.1pp | 72.0%-37.7pp | 72.2%-37.9pp |
| Annual return | 10.85% | 28.26%-17.4pp | 29.49%-18.6pp | 59.30%-48.5pp |
| Employer contribution / active EE | $0 | $1,898-100.0% | $4,311-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $1,329 | $3,080-56.9% | $7,108-81.3% | $3,806-65.1% |
| Admin fee / account holder | $0 | $125-100.0% | $5,160-100.0% | $158-100.0% |