Filed October 22, 2024
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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 | $198,876 | $79,223+151.0% | $102,460+94.1% | $74,478+167.0% |
| Participation rate | 100.0% | 74.8%+25.2pp | 76.5%+23.5pp | 67.2%+32.8pp |
| Annual return | 6.60% | 54.98%-48.4pp | 29.47%-22.9pp | 1370.56%-1364.0pp |
| Employer contribution / active EE | $19,491 | $2,363+724.8% | $3,025+544.3% | $2,626+642.2% |
| Participant deferral / active EE | $0 | $4,417-100.0% | $5,056-100.0% | $4,350-100.0% |
| Admin fee / account holder | $4 | $2,003-99.8% | $9,460-100.0% | $1,946-99.8% |