Filed June 11, 2024 (most recent of 2 filings on file)
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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,090 | $51,226-86.2% | $82,744-91.4% | $66,938-89.4% |
| Participation rate | 89.0% | 67.9%+21.1pp | 72.6%+16.4pp | 69.8%+19.2pp |
| Annual return | 2.62% | -9.61%+12.2pp | 702.22%-699.6pp | 1.58%+1.0pp |
| Employer contribution / active EE | $456 | $2,612-82.5% | $3,008-84.8% | $2,545-82.1% |
| Participant deferral / active EE | $1,330 | $3,460-61.6% | $4,395-69.7% | $4,238-68.6% |
| Admin fee / account holder | $48 | $416-88.6% | $5,325-99.1% | $594-92.0% |