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 | $103,613 | $71,802+44.3% | $133,975-22.7% | $57,661+79.7% |
| Participation rate | 100.0% | 85.5%+14.5pp | 87.1%+12.9pp | 70.2%+29.8pp |
| Annual return | 36.17% | 13.51%+22.7pp | 29.29%+6.9pp | 5.13%+31.0pp |
| Employer contribution / active EE | $3,486 | $3,161+10.3% | $5,211-33.1% | $1,974+76.6% |
| Participant deferral / active EE | $0 | $4,606-100.0% | $6,282-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $88-100.0% | $9,324-100.0% | $95-100.0% |