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 | $184,972 | $63,314+192.2% | $91,004+103.3% | $62,293+196.9% |
| Participation rate | 98.8% | 73.3%+25.4pp | 75.6%+23.2pp | 69.5%+29.3pp |
| Annual return | 11.56% | 21.00%-9.4pp | 4.60%+7.0pp | 28.90%-17.3pp |
| Employer contribution / active EE | $3,703 | $1,807+104.9% | $2,456+50.8% | $2,042+81.3% |
| Participant deferral / active EE | $0 | $2,944-100.0% | $3,548-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $468-100.0% | $5,417-100.0% | $479-100.0% |