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 | $65,084+81.0% | $67,681+74.1% | $64,340+83.1% |
| Participation rate | 95.5% | 66.7%+28.8pp | 73.7%+21.8pp | 55.2%+40.3pp |
| Annual return | 10.04% | 20.50%-10.5pp | 590.58%-580.5pp | 24.14%-14.1pp |
| Employer contribution / active EE | $2,572 | $2,398+7.2% | $2,678-4.0% | $1,862+38.2% |
| Participant deferral / active EE | $3,268 | $3,210+1.8% | $3,976-17.8% | $2,980+9.6% |
| Admin fee / account holder | $69 | $1,415-95.1% | $6,100-98.9% | $3,703-98.1% |