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 | $29,399 | $78,275-62.4% | $109,173-73.1% | $86,821-66.1% |
| Participation rate | 99.6% | 73.8%+25.7pp | 75.9%+23.7pp | 72.3%+27.3pp |
| Annual return | 7.21% | 19.14%-11.9pp | 25.75%-18.5pp | 97.94%-90.7pp |
| Employer contribution / active EE | $4,261 | $3,105+37.2% | $3,723+14.5% | $2,406+77.1% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,654-100.0% | $4,132-100.0% |
| Admin fee / account holder | $0 | $198-100.0% | $6,755-100.0% | $170-100.0% |