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 | $16,103 | $104,479-84.6% | $159,474-89.9% | $79,391-79.7% |
| Participation rate | 100.0% | 76.6%+23.4pp | 82.8%+17.2pp | 70.7%+29.3pp |
| Annual return | -1.32% | 67.98%-69.3pp | 263.68%-265.0pp | 116.88%-118.2pp |
| Employer contribution / active EE | $7,101 | $3,417+107.8% | $4,831+47.0% | $2,428+192.5% |
| Participant deferral / active EE | $0 | $6,468-100.0% | $7,353-100.0% | $4,046-100.0% |
| Admin fee / account holder | $1 | $711-99.8% | $10,802-100.0% | $627-99.8% |