Filed September 17, 2024
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 | $75,951 | $63,114+20.3% | $92,916-18.3% | $65,188+16.5% |
| Participation rate | 100.0% | 68.8%+31.2pp | 76.0%+24.0pp | 70.2%+29.8pp |
| Annual return | -9.66% | 28.75%-38.4pp | 109.45%-119.1pp | 29.38%-39.0pp |
| Employer contribution / active EE | $7,721 | $2,571+200.4% | $3,654+111.3% | $2,177+254.7% |
| Participant deferral / active EE | $0 | $3,108-100.0% | $4,238-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $624-100.0% | $5,796-100.0% | $847-100.0% |