Filed December 13, 2023
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Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $293,341 | $75,419+288.9% | $392,568-25.3% | $67,584+334.0% |
| Participation rate | 99.5% | 74.8%+24.6pp | 78.1%+21.4pp | 71.3%+28.2pp |
| Annual return | 6.50% | 36.70%-30.2pp | 24.42%-17.9pp | 378.59%-372.1pp |
| Employer contribution / active EE | $13,053 | $2,636+395.2% | $3,783+245.0% | $2,148+507.7% |
| Participant deferral / active EE | $0 | $4,347-100.0% | $5,985-100.0% | $3,540-100.0% |
| Admin fee / account holder | $0 | $114-100.0% | $6,260-100.0% | $142-100.0% |