Filed May 15, 2024
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,706 | $83,023+44.2% | $102,437+16.9% | $77,762+53.9% |
| Participation rate | 91.9% | 71.5%+20.4pp | 74.5%+17.4pp | 70.6%+21.3pp |
| Annual return | 596.76% | 19.12%+577.6pp | 24.95%+571.8pp | 31.27%+565.5pp |
| Employer contribution / active EE | $93 | $3,552-97.4% | $3,871-97.6% | $2,728-96.6% |
| Participant deferral / active EE | $0 | $4,110-100.0% | $5,060-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $639-100.0% | $8,388-100.0% | $433-100.0% |