Filed January 24, 2024
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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 | $24,068 | $85,135-71.7% | $98,920-75.7% | $73,412-67.2% |
| Participation rate | 97.4% | 81.1%+16.3pp | 76.0%+21.4pp | 72.2%+25.2pp |
| Annual return | 0.00% | 19.14%-19.1pp | 196.47%-196.5pp | 59.30%-59.3pp |
| Employer contribution / active EE | $5,576 | $2,721+104.9% | $2,689+107.3% | $2,234+149.6% |
| Participant deferral / active EE | $0 | $4,349-100.0% | $4,245-100.0% | $3,806-100.0% |
| Admin fee / account holder | $0 | $139-100.0% | $6,643-100.0% | $158-100.0% |