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 | $166,902 | $64,176+160.1% | $112,249+48.7% | $66,938+149.3% |
| Participation rate | 97.5% | 68.4%+29.1pp | 75.1%+22.5pp | 69.8%+27.7pp |
| Annual return | 53.17% | -13.80%+67.0pp | 27.48%+25.7pp | 1.58%+51.6pp |
| Employer contribution / active EE | $231 | $3,007-92.3% | $3,636-93.6% | $2,545-90.9% |
| Participant deferral / active EE | $0 | $3,694-100.0% | $4,729-100.0% | $4,238-100.0% |
| Admin fee / account holder | $0 | $626-100.0% | $6,412-100.0% | $594-100.0% |