Filed May 23, 2024 (most recent of 4 filings on file)
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $444,552-100.0% | $38,981-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 3.7%-3.7pp |
| Annual return | 2.59% | 8.42%-5.8pp | 11.38%-8.8pp | 15.63%-13.0pp |
| Employer contribution / active EE | $0 | $5,390-100.0% | $18,467-100.0% | $11,476-100.0% |
| Participant deferral / active EE | $0 | $0+300.0% | $71-99.4% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $786-100.0% | $429-100.0% |