Filed January 16, 2024
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Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $173,888 | $56,640+207.0% | $78,002+122.9% | $55,167+215.2% |
| Participation rate | 98.8% | 73.3%+25.5pp | 75.5%+23.3pp | 69.0%+29.8pp |
| Annual return | -4.29% | 2868.48%-2872.8pp | 425.99%-430.3pp | 169.23%-173.5pp |
| Employer contribution / active EE | $3,695 | $1,724+114.4% | $2,470+49.6% | $1,963+88.3% |
| Participant deferral / active EE | $0 | $2,778-100.0% | $3,497-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $467-100.0% | $5,481-100.0% | $504-100.0% |