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 | $90,543 | $70,917+27.7% | $98,920-8.5% | $73,497+23.2% |
| Participation rate | 98.9% | 73.8%+25.1pp | 76.0%+22.9pp | 70.7%+28.2pp |
| Annual return | -5.88% | 34.18%-40.1pp | 196.47%-202.3pp | 28.51%-34.4pp |
| Employer contribution / active EE | $1,730 | $2,037-15.1% | $2,689-35.7% | $2,270-23.8% |
| Participant deferral / active EE | $0 | $3,501-100.0% | $4,245-100.0% | $3,740-100.0% |
| Admin fee / account holder | $6 | $535-98.8% | $6,643-99.9% | $513-98.7% |