Filed December 27, 2024 (most recent of 6 filings on file)
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Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,497 | $129,159-65.5% | $184,243-75.8% | $77,714-42.7% |
| Participation rate | 98.7% | 87.4%+11.4pp | 86.8%+11.9pp | 70.6%+28.1pp |
| Annual return | -2.34% | 33.22%-35.6pp | 28.82%-31.2pp | 31.26%-33.6pp |
| Employer contribution / active EE | $4,465 | $4,410+1.3% | $6,427-30.5% | $2,727+63.8% |
| Participant deferral / active EE | $0 | $7,305-100.0% | $9,132-100.0% | $4,649-100.0% |
| Admin fee / account holder | $0 | $256-100.0% | $13,914-100.0% | $433-100.0% |