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 | $101,591+109.4% | $147,096+44.6% | $74,429+185.8% |
| Participation rate | 98.4% | 75.5%+22.8pp | 82.2%+16.2pp | 67.2%+31.2pp |
| Annual return | 12.46% | 8746.45%-8734.0pp | 419.75%-407.3pp | 1368.38%-1355.9pp |
| Employer contribution / active EE | $13,563 | $3,813+255.8% | $4,936+174.8% | $2,625+416.7% |
| Participant deferral / active EE | $0 | $7,302-100.0% | $8,071-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $1,750-100.0% | $13,005-100.0% | $1,944-100.0% |