Filed February 16, 2024
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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 | $131,103 | $119,626+9.6% | $147,096-10.9% | $99,269+32.1% |
| Participation rate | 97.5% | 73.4%+24.1pp | 82.2%+15.3pp | 71.7%+25.8pp |
| Annual return | -11.45% | 28.81%-40.3pp | 419.75%-431.2pp | 17.66%-29.1pp |
| Employer contribution / active EE | $30,651 | $4,152+638.2% | $4,936+521.0% | $3,265+838.9% |
| Participant deferral / active EE | $0 | $7,997-100.0% | $8,071-100.0% | $5,344-100.0% |
| Admin fee / account holder | $0 | $150-100.0% | $13,005-100.0% | $109-100.0% |