Filed June 14, 2024 (most recent of 3 filings on file)
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,802 | $29,554+0.8% | $56,054-46.8% | $77,692-61.6% |
| Participation rate | 39.9% | 32.6%+7.3pp | 52.5%-12.5pp | 70.6%-30.6pp |
| Annual return | 15.48% | 18.89%-3.4pp | 1705.95%-1690.5pp | 31.25%-15.8pp |
| Employer contribution / active EE | $231 | $568-59.4% | $1,039-77.8% | $2,726-91.5% |
| Participant deferral / active EE | $1,892 | $1,061+78.4% | $1,952-3.1% | $4,648-59.3% |
| Admin fee / account holder | $188 | $1,046-82.0% | $2,822-93.3% | $431-56.4% |