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 | $48,011-42.2% | $63,803-56.5% | $82,637-66.4% |
| Participation rate | 58.3% | 66.6%-8.2pp | 72.7%-14.4pp | 68.1%-9.7pp |
| Annual return | 18.19% | 19.84%-1.7pp | 543.72%-525.5pp | 53.51%-35.3pp |
| Employer contribution / active EE | $1,017 | $1,904-46.6% | $2,532-59.8% | $2,552-60.2% |
| Participant deferral / active EE | $2,393 | $2,846-15.9% | $3,843-37.7% | $4,126-42.0% |
| Admin fee / account holder | $149 | $3,873-96.2% | $5,196-97.1% | $7,339-98.0% |