Filed September 13, 2024 (most recent of 3 filings on file)
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Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,814 | $67,594+74.3% | $77,361+52.3% | $69,733+69.0% |
| Participation rate | 95.5% | 71.7%+23.8pp | 75.0%+20.5pp | 62.5%+33.1pp |
| Annual return | 10.04% | 19.20%-9.2pp | 1011.54%-1001.5pp | 15.22%-5.2pp |
| Employer contribution / active EE | $2,572 | $2,649-2.9% | $2,990-14.0% | $2,250+14.3% |
| Participant deferral / active EE | $3,268 | $3,401-3.9% | $3,911-16.4% | $3,054+7.0% |
| Admin fee / account holder | $69 | $1,159-94.0% | $5,894-98.8% | $3,102-97.8% |