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% | $102,457+12.1% | $106,408+7.9% |
| Participation rate | 96.2% | 91.3%+4.9pp | 76.5%+19.7pp | 69.9%+26.3pp |
| Annual return | 12.32% | 17.23%-4.9pp | 29.41%-17.1pp | 17.37%-5.1pp |
| Employer contribution / active EE | $4,867 | $5,750-15.3% | $3,022+61.1% | $3,361+44.8% |
| Participant deferral / active EE | $6,261 | $9,466-33.9% | $5,054+23.9% | $5,567+12.5% |
| Admin fee / account holder | $24 | $62-62.1% | $9,451-99.8% | $79-70.3% |