Filed January 31, 2024 (most recent of 2 filings on file)
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,654 | $64,286-69.4% | $90,970-78.4% | $73,412-73.2% |
| Participation rate | 96.0% | 63.6%+32.4pp | 69.0%+27.0pp | 72.2%+23.8pp |
| Annual return | 18.25% | 21.46%-3.2pp | 134.58%-116.3pp | 59.30%-41.0pp |
| Employer contribution / active EE | $586 | $895-34.5% | $2,122-72.4% | $2,234-73.8% |
| Participant deferral / active EE | $0 | $2,453-100.0% | $3,373-100.0% | $3,806-100.0% |
| Admin fee / account holder | $0 | $287-100.0% | $5,960-100.0% | $158-100.0% |