Filed March 6, 2024
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Employer contribution per participant 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 | $111,471 | $77,670+43.5% | $109,163+2.1% | $79,393+40.4% |
| Participation rate | 100.0% | 67.8%+32.2pp | 75.9%+24.1pp | 70.7%+29.3pp |
| Annual return | 108.07% | 23.44%+84.6pp | 25.75%+82.3pp | 116.87%-8.8pp |
| Employer contribution / active EE | $123 | $2,798-95.6% | $3,723-96.7% | $2,428-94.9% |
| Participant deferral / active EE | $0 | $3,518-100.0% | $4,654-100.0% | $4,046-100.0% |
| Admin fee / account holder | $4 | $732-99.4% | $6,754-99.9% | $627-99.3% |