Filed July 3, 2024 (most recent of 2 filings on file)
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,758 | $51,184-45.8% | $66,439-58.2% | $86,983-68.1% |
| Participation rate | 58.3% | 68.5%-10.2pp | 74.5%-16.2pp | 69.5%-11.2pp |
| Annual return | 18.19% | 17.07%+1.1pp | 757.66%-739.5pp | 25.83%-7.6pp |
| Employer contribution / active EE | $1,017 | $2,023-49.7% | $2,637-61.4% | $2,584-60.7% |
| Participant deferral / active EE | $2,393 | $2,927-18.2% | $3,876-38.3% | $4,194-42.9% |
| Admin fee / account holder | $149 | $4,154-96.4% | $6,173-97.6% | $7,856-98.1% |