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 | $82,972+44.3% | $103,374+15.8% | $77,671+54.1% |
| Participation rate | 91.9% | 71.5%+20.4pp | 74.5%+17.4pp | 70.6%+21.3pp |
| Annual return | 596.76% | 19.14%+577.6pp | 24.89%+571.9pp | 31.21%+565.6pp |
| Employer contribution / active EE | $93 | $3,554-97.4% | $3,869-97.6% | $2,726-96.6% |
| Participant deferral / active EE | $0 | $4,108-100.0% | $5,058-100.0% | $4,648-100.0% |
| Admin fee / account holder | $0 | $639-100.0% | $8,394-100.0% | $430-100.0% |