Filed January 31, 2024 (most recent of 2 filings on file)
Total covered: 466 employees
Participant contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,018 | $138,331-45.0% | $86,717-12.3% | $89,433-15.0% |
| Participation rate | 96.5% | 88.9%+7.6pp | 76.6%+19.9pp | 71.3%+25.2pp |
| Annual return | -14.90% | -11.72%-3.2pp | 35.97%-50.9pp | -11.88%-3.0pp |
| Employer contribution / active EE | $2,411 | $4,812-49.9% | $2,837-15.0% | $3,021-20.2% |
| Participant deferral / active EE | $4,456 | $8,027-44.5% | $4,657-4.3% | $5,125-13.0% |
| Admin fee / account holder | $16 | $64-75.4% | $7,494-99.8% | $79-80.1% |