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 | $15,775 | $91,439-82.7% | $135,974-88.4% | $71,511-77.9% |
| Participation rate | 100.0% | 75.7%+24.3pp | 81.9%+18.1pp | 67.9%+32.1pp |
| Annual return | 1.83% | 29.90%-28.1pp | 68.30%-66.5pp | 28.86%-27.0pp |
| Employer contribution / active EE | $1,961 | $3,705-47.1% | $4,859-59.6% | $2,589-24.3% |
| Participant deferral / active EE | $0 | $7,093-100.0% | $7,760-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $1,267-100.0% | $10,767-100.0% | $1,588-100.0% |