Filed December 23, 2024 (most recent of 2 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 | $60,277 | $89,435-32.6% | $164,975-63.5% | $77,714-22.4% |
| Participation rate | 95.1% | 78.6%+16.4pp | 78.6%+16.4pp | 70.6%+24.5pp |
| Annual return | 5.82% | 28.82%-23.0pp | 70.12%-64.3pp | 31.26%-25.4pp |
| Employer contribution / active EE | $897 | $2,563-65.0% | $4,343-79.3% | $2,727-67.1% |
| Participant deferral / active EE | $0 | $4,901-100.0% | $6,033-100.0% | $4,649-100.0% |
| Admin fee / account holder | $4 | $340-98.9% | $12,688-100.0% | $433-99.1% |