Filed January 31, 2024 (most recent of 2 filings on file)
Total covered: 466 employees
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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 | $114,840 | $178,759-35.8% | $102,434+12.1% | $106,553+7.8% |
| Participation rate | 96.2% | 91.3%+4.9pp | 76.5%+19.7pp | 69.8%+26.4pp |
| Annual return | 12.32% | 17.23%-4.9pp | 29.46%-17.1pp | 17.37%-5.1pp |
| Employer contribution / active EE | $4,867 | $5,750-15.3% | $3,023+61.0% | $3,359+44.9% |
| Participant deferral / active EE | $6,261 | $9,466-33.9% | $5,055+23.9% | $5,562+12.6% |
| Admin fee / account holder | $24 | $62-62.1% | $9,462-99.8% | $80-70.4% |