Filed October 29, 2024
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,996 | $60,795+66.1% | $69,464+45.4% | $65,185+54.9% |
| Participation rate | 98.5% | 74.9%+23.7pp | 74.6%+23.9pp | 70.2%+28.3pp |
| Annual return | 2.32% | 17.46%-15.1pp | 28.98%-26.7pp | 29.38%-27.1pp |
| Employer contribution / active EE | $4,761 | $2,452+94.2% | $2,779+71.3% | $2,177+118.7% |
| Participant deferral / active EE | $6,078 | $3,162+92.2% | $3,536+71.9% | $3,514+73.0% |
| Admin fee / account holder | $9 | $314-97.1% | $3,840-99.8% | $847-98.9% |