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 | $47,479-41.5% | $62,929-55.9% | $82,448-66.3% |
| Participation rate | 58.3% | 66.9%-8.5pp | 73.1%-14.8pp | 68.1%-9.7pp |
| Annual return | 18.19% | 20.34%-2.2pp | 1063.93%-1045.7pp | 41.64%-23.4pp |
| Employer contribution / active EE | $1,017 | $1,885-46.1% | $2,505-59.4% | $2,551-60.1% |
| Participant deferral / active EE | $2,393 | $2,870-16.6% | $3,888-38.4% | $4,139-42.2% |
| Admin fee / account holder | $149 | $3,804-96.1% | $5,065-97.1% | $7,234-97.9% |