Filed August 14, 2024
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Participant contribution per participant 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 | $29,290 | $52,293-44.0% | $178,503-83.6% | $73,412-60.1% |
| Participation rate | 99.4% | 65.3%+34.0pp | 81.9%+17.4pp | 72.2%+27.2pp |
| Annual return | 11.71% | 34.75%-23.0pp | 151.12%-139.4pp | 59.30%-47.6pp |
| Employer contribution / active EE | $4,643 | $1,736+167.4% | $5,011-7.3% | $2,234+107.9% |
| Participant deferral / active EE | $0 | $2,333-100.0% | $5,202-100.0% | $3,806-100.0% |
| Admin fee / account holder | $2 | $127-98.8% | $13,987-100.0% | $158-99.0% |