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 | $79,181+151.2% | $102,423+94.2% | $74,429+167.2% |
| Participation rate | 100.0% | 74.8%+25.2pp | 76.5%+23.5pp | 67.2%+32.8pp |
| Annual return | 6.60% | 54.97%-48.4pp | 29.42%-22.8pp | 1368.38%-1361.8pp |
| Employer contribution / active EE | $19,491 | $2,362+725.3% | $3,023+544.8% | $2,625+642.6% |
| Participant deferral / active EE | $0 | $4,416-100.0% | $5,054-100.0% | $4,348-100.0% |
| Admin fee / account holder | $4 | $2,002-99.8% | $9,455-100.0% | $1,944-99.8% |