Filed May 29, 2024
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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $5,991 | $43,411-86.2% | $94,993-93.7% | $69,631-91.4% |
| Participation rate | 99.6% | 64.4%+35.2pp | 73.9%+25.8pp | 70.7%+29.0pp |
| Annual return | 16.75% | 22.54%-5.8pp | 27.14%-10.4pp | 27571.02%-27554.3pp |
| Employer contribution / active EE | $1,294 | $1,202+7.7% | $2,603-50.3% | $2,032-36.3% |
| Participant deferral / active EE | $0 | $2,384-100.0% | $3,317-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $87-100.0% | $4,960-100.0% | $110-100.0% |