Filed July 31, 2024 (most recent of 2 filings on file)
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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,813 | $101,672-77.6% | $147,117-84.5% | $74,478-69.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 27.32% | 8757.83%-8730.5pp | 420.54%-393.2pp | 1370.56%-1343.2pp |
| Employer contribution / active EE | $3,872 | $3,813+1.5% | $4,932-21.5% | $2,626+47.4% |
| Participant deferral / active EE | $0 | $7,305-100.0% | $8,065-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $1,753-100.0% | $12,993-100.0% | $1,946-100.0% |