Filed August 2, 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 | $26,513 | $57,921-54.2% | $84,753-68.7% | $57,658-54.0% |
| Participation rate | 99.5% | 72.9%+26.5pp | 76.6%+22.9pp | 70.2%+29.2pp |
| Annual return | 3.01% | 10.24%-7.2pp | 22.78%-19.8pp | 5.13%-2.1pp |
| Employer contribution / active EE | $2,410 | $2,598-7.2% | $3,574-32.6% | $1,974+22.1% |
| Participant deferral / active EE | $0 | $2,742-100.0% | $3,712-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $130-100.0% | $5,333-100.0% | $95-100.0% |