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 | $120,321+9.0% | $147,117-10.9% | $99,313+32.0% |
| Participation rate | 97.5% | 73.4%+24.1pp | 82.2%+15.3pp | 71.7%+25.8pp |
| Annual return | -11.45% | 28.95%-40.4pp | 420.54%-432.0pp | 17.67%-29.1pp |
| Employer contribution / active EE | $30,651 | $4,158+637.2% | $4,932+521.4% | $3,264+839.0% |
| Participant deferral / active EE | $0 | $8,044-100.0% | $8,065-100.0% | $5,346-100.0% |
| Admin fee / account holder | $0 | $150-100.0% | $12,993-100.0% | $109-100.0% |