Filed July 31, 2024 (most recent of 2 filings on file)
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $8,005 | $80,753-90.1% | $136,298-94.1% | $62,293-87.1% |
| Participation rate | 99.4% | 73.5%+25.9pp | 81.9%+17.5pp | 69.5%+29.9pp |
| Annual return | 5.36% | 35.83%-30.5pp | 5156.27%-5150.9pp | 28.90%-23.5pp |
| Employer contribution / active EE | $588 | $2,884-79.6% | $4,696-87.5% | $2,042-71.2% |
| Participant deferral / active EE | $0 | $5,164-100.0% | $6,247-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $525-100.0% | $9,244-100.0% | $479-100.0% |