Filed June 18, 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 | $212,695 | $101,672+109.2% | $147,117+44.6% | $74,478+185.6% |
| Participation rate | 98.4% | 75.5%+22.8pp | 82.2%+16.2pp | 67.2%+31.1pp |
| Annual return | 12.46% | 8757.83%-8745.4pp | 420.54%-408.1pp | 1370.56%-1358.1pp |
| Employer contribution / active EE | $13,563 | $3,813+255.7% | $4,932+175.0% | $2,626+416.4% |
| Participant deferral / active EE | $0 | $7,305-100.0% | $8,065-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $1,753-100.0% | $12,993-100.0% | $1,946-100.0% |