Filed February 8, 2023
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Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,803 | $91,439-59.8% | $135,974-72.9% | $71,511-48.5% |
| Participation rate | 100.0% | 75.7%+24.3pp | 81.9%+18.1pp | 67.9%+32.1pp |
| Annual return | 15.73% | 29.90%-14.2pp | 68.30%-52.6pp | 28.86%-13.1pp |
| Employer contribution / active EE | $4,783 | $3,705+29.1% | $4,859-1.6% | $2,589+84.7% |
| Participant deferral / active EE | $5,403 | $7,093-23.8% | $7,760-30.4% | $4,291+25.9% |
| Admin fee / account holder | $28 | $1,267-97.8% | $10,767-99.7% | $1,588-98.2% |