Filed January 18, 2024 (most recent of 10 filings on file)
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Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,780 | $44,206+213.9% | $94,057+47.5% | $64,728+114.4% |
| Participation rate | 100.0% | 51.0%+49.0pp | 73.3%+26.7pp | 57.9%+42.1pp |
| Annual return | 8.54% | 259.42%-250.9pp | 480.62%-472.1pp | 49.38%-40.8pp |
| Employer contribution / active EE | $9,889 | $1,635+504.8% | $2,933+237.2% | $2,243+341.0% |
| Participant deferral / active EE | $0 | $1,902-100.0% | $4,709-100.0% | $2,729-100.0% |
| Admin fee / account holder | $0 | $1,230-100.0% | $7,244-100.0% | $1,145-100.0% |