Filed December 27, 2024 (most recent of 6 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 | $78,645 | $68,413+15.0% | $123,105-36.1% | $55,191+42.5% |
| Participation rate | 99.9% | 84.5%+15.3pp | 86.8%+13.1pp | 69.2%+30.7pp |
| Annual return | 7.62% | 6.30%+1.3pp | 13.22%-5.6pp | 10.78%-3.2pp |
| Employer contribution / active EE | $3,614 | $3,050+18.5% | $5,151-29.8% | $1,899+90.3% |
| Participant deferral / active EE | $0 | $4,490-100.0% | $6,229-100.0% | $3,046-100.0% |
| Admin fee / account holder | $0 | $88-100.0% | $9,014-100.0% | $91-100.0% |