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 | $11,139 | $99,957-88.9% | $149,745-92.6% | $73,497-84.8% |
| Participation rate | 100.0% | 75.7%+24.3pp | 82.5%+17.5pp | 70.7%+29.3pp |
| Annual return | 5.81% | 53.87%-48.1pp | 276.72%-270.9pp | 28.51%-22.7pp |
| Employer contribution / active EE | $959 | $3,191-70.0% | $4,646-79.4% | $2,270-57.8% |
| Participant deferral / active EE | $0 | $6,073-100.0% | $6,843-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1 | $551-99.8% | $9,312-100.0% | $513-99.8% |