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 | $145,124 | $93,010+56.0% | $96,543+50.3% | $74,478+94.9% |
| Participation rate | 100.0% | 71.6%+28.4pp | 74.3%+25.7pp | 70.7%+29.3pp |
| Annual return | -0.12% | 37.50%-37.6pp | 35.75%-35.9pp | 34.37%-34.5pp |
| Employer contribution / active EE | $4,806 | $3,427+40.2% | $3,741+28.5% | $2,637+82.3% |
| Participant deferral / active EE | $0 | $3,971-100.0% | $4,880-100.0% | $4,530-100.0% |
| Admin fee / account holder | $0 | $633-100.0% | $6,737-100.0% | $347-100.0% |