Filed January 16, 2024
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Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,884 | $63,314+75.1% | $91,004+21.8% | $62,293+78.0% |
| Participation rate | 98.8% | 73.3%+25.4pp | 75.6%+23.2pp | 69.5%+29.3pp |
| Annual return | 9.95% | 21.00%-11.0pp | 4.60%+5.4pp | 28.90%-18.9pp |
| Employer contribution / active EE | $5,007 | $1,807+177.1% | $2,456+103.9% | $2,042+145.2% |
| Participant deferral / active EE | $0 | $2,944-100.0% | $3,548-100.0% | $3,169-100.0% |
| Admin fee / account holder | $1 | $468-99.8% | $5,417-100.0% | $479-99.8% |