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 | $549,974 | $99,442+453.1% | $113,397+385.0% | $71,012+674.5% |
| Participation rate | 99.7% | 78.9%+20.8pp | 76.5%+23.2pp | 58.6%+41.2pp |
| Annual return | 8.38% | 17.93%-9.5pp | 23.20%-14.8pp | 37.67%-29.3pp |
| Employer contribution / active EE | $18,532 | $3,068+504.1% | $2,977+522.5% | $2,348+689.3% |
| Participant deferral / active EE | $0 | $4,915-100.0% | $5,076-100.0% | $3,246-100.0% |
| Admin fee / account holder | $0 | $535-100.0% | $11,957-100.0% | $1,167-100.0% |