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 | $116,388 | $66,319+75.5% | $93,621+24.3% | $65,186+78.5% |
| Participation rate | 100.0% | 74.0%+26.0pp | 75.8%+24.2pp | 70.2%+29.8pp |
| Annual return | 8.36% | 42.59%-34.2pp | 32.76%-24.4pp | 29.39%-21.0pp |
| Employer contribution / active EE | $4,547 | $2,013+125.9% | $2,719+67.3% | $2,177+108.9% |
| Participant deferral / active EE | $0 | $3,343-100.0% | $4,070-100.0% | $3,514-100.0% |
| Admin fee / account holder | $4 | $6,900-99.9% | $7,890-100.0% | $847-99.5% |