Filed October 29, 2024
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Annual investment return 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 | $138,180 | $64,705+113.6% | $62,929+119.6% | $67,986+103.2% |
| Participation rate | 97.8% | 65.6%+32.2pp | 73.1%+24.7pp | 57.2%+40.6pp |
| Annual return | 11.06% | 20.31%-9.2pp | 1063.93%-1052.9pp | 31.67%-20.6pp |
| Employer contribution / active EE | $5,038 | $2,376+112.1% | $2,505+101.2% | $2,019+149.6% |
| Participant deferral / active EE | $7,193 | $3,198+124.9% | $3,888+85.0% | $3,358+114.2% |
| Admin fee / account holder | $1 | $1,428-99.9% | $5,065-100.0% | $3,203-100.0% |