Filed December 24, 2023
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Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $252,324 | $91,760+175.0% | $156,181+61.6% | $67,986+271.1% |
| Participation rate | 98.3% | 65.0%+33.3pp | 78.8%+19.4pp | 57.2%+41.1pp |
| Annual return | 8.97% | 18.14%-9.2pp | 64.87%-55.9pp | 31.67%-22.7pp |
| Employer contribution / active EE | $25,837 | $2,419+967.9% | $4,294+501.7% | $2,019+1179.8% |
| Participant deferral / active EE | $0 | $3,960-100.0% | $6,132-100.0% | $3,358-100.0% |
| Admin fee / account holder | $0 | $3,949-100.0% | $14,586-100.0% | $3,203-100.0% |