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 | $64,705+82.1% | $62,929+87.2% | $67,986+73.3% |
| Participation rate | 95.5% | 65.6%+29.9pp | 73.1%+22.4pp | 57.2%+38.3pp |
| Annual return | 10.04% | 20.31%-10.3pp | 1063.93%-1053.9pp | 31.67%-21.6pp |
| Employer contribution / active EE | $2,572 | $2,376+8.3% | $2,505+2.7% | $2,019+27.4% |
| Participant deferral / active EE | $3,268 | $3,198+2.2% | $3,888-16.0% | $3,358-2.7% |
| Admin fee / account holder | $69 | $1,428-95.1% | $5,065-98.6% | $3,203-97.8% |