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 | $320,448 | $89,904+256.4% | $453,569-29.3% | $86,828+269.1% |
| Participation rate | 99.2% | 75.7%+23.4pp | 78.0%+21.2pp | 72.3%+26.9pp |
| Annual return | 8.61% | 19.72%-11.1pp | 64.43%-55.8pp | 97.95%-89.3pp |
| Employer contribution / active EE | $14,770 | $3,279+350.4% | $4,072+262.7% | $2,406+513.8% |
| Participant deferral / active EE | $0 | $5,114-100.0% | $6,211-100.0% | $4,132-100.0% |
| Admin fee / account holder | $0 | $156-100.0% | $11,214-100.0% | $170-100.0% |