Filed June 18, 2024
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Annual investment return 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 | $30,564 | $98,776-69.1% | $149,745-79.6% | $79,856-61.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | -3.88% | 27.38%-31.3pp | 276.72%-280.6pp | 31.71%-35.6pp |
| Employer contribution / active EE | $3,539 | $3,217+10.0% | $4,646-23.8% | $2,471+43.2% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,843-100.0% | $3,741-100.0% |
| Admin fee / account holder | $2 | $6,053-100.0% | $9,312-100.0% | $5,306-100.0% |