Filed December 27, 2024 (most recent of 6 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
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 | $129,227-65.6% | $184,256-75.9% | $77,762-42.8% |
| Participation rate | 98.7% | 87.4%+11.4pp | 86.8%+11.9pp | 70.6%+28.1pp |
| Annual return | -2.34% | 33.24%-35.6pp | 28.85%-31.2pp | 31.27%-33.6pp |
| Employer contribution / active EE | $4,465 | $4,412+1.2% | $6,427-30.5% | $2,728+63.7% |
| Participant deferral / active EE | $0 | $7,307-100.0% | $9,133-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $256-100.0% | $13,899-100.0% | $433-100.0% |