Filed March 6, 2024
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,828 | $69,383-19.5% | $101,275-44.9% | $73,497-24.0% |
| Participation rate | 99.3% | 68.4%+31.0pp | 75.8%+23.5pp | 70.7%+28.7pp |
| Annual return | 127.13% | 18.46%+108.7pp | 46.48%+80.6pp | 28.51%+98.6pp |
| Employer contribution / active EE | $98 | $2,628-96.3% | $3,660-97.3% | $2,270-95.7% |
| Participant deferral / active EE | $0 | $3,301-100.0% | $4,371-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $704-100.0% | $5,948-100.0% | $513-100.0% |