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 | $49,796+178.7% | $136,867+1.4% | $69,255+100.4% |
| Participation rate | 100.0% | 62.1%+37.9pp | 74.5%+25.5pp | 69.0%+31.0pp |
| Annual return | 8.54% | 12.45%-3.9pp | 42.97%-34.4pp | 26.73%-18.2pp |
| Employer contribution / active EE | $9,889 | $2,044+383.8% | $3,547+178.8% | $2,645+273.9% |
| Participant deferral / active EE | $0 | $2,062-100.0% | $4,924-100.0% | $2,890-100.0% |
| Admin fee / account holder | $0 | $484-100.0% | $10,340-100.0% | $733-100.0% |