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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,537 | $100,272-55.6% | $170,055-73.8% | $74,478-40.2% |
| Participation rate | 99.9% | 87.4%+12.5pp | 87.0%+12.9pp | 70.7%+29.1pp |
| Annual return | -21.51% | 66.12%-87.6pp | 53.43%-74.9pp | 34.37%-55.9pp |
| Employer contribution / active EE | $4,747 | $4,266+11.3% | $6,790-30.1% | $2,637+80.0% |
| Participant deferral / active EE | $0 | $7,147-100.0% | $10,410-100.0% | $4,530-100.0% |
| Admin fee / account holder | $0 | $235-100.0% | $12,828-100.0% | $347-100.0% |