Filed March 19, 2024 (most recent of 4 filings on file)
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Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $597,630 | $89,123+570.6% | $102,460+483.3% | $77,762+668.5% |
| Participation rate | 98.8% | 80.9%+17.9pp | 76.5%+22.3pp | 70.6%+28.2pp |
| Annual return | 10.20% | 25.05%-14.8pp | 29.47%-19.3pp | 31.27%-21.1pp |
| Employer contribution / active EE | $17,660 | $2,700+554.1% | $3,025+483.8% | $2,728+547.4% |
| Participant deferral / active EE | $0 | $5,148-100.0% | $5,056-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $236-100.0% | $9,460-100.0% | $433-100.0% |