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 | $159,712 | $65,437+144.1% | $86,698+84.2% | $66,949+138.6% |
| Participation rate | 100.0% | 75.5%+24.5pp | 76.6%+23.4pp | 69.8%+30.2pp |
| Annual return | -42.45% | -10.91%-31.5pp | 35.96%-78.4pp | 1.57%-44.0pp |
| Employer contribution / active EE | $19,142 | $2,154+788.8% | $2,837+574.8% | $2,545+652.0% |
| Participant deferral / active EE | $0 | $4,102-100.0% | $4,656-100.0% | $4,239-100.0% |
| Admin fee / account holder | $13 | $642-98.0% | $7,492-99.8% | $594-97.8% |