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 | $93,311 | $72,620+28.5% | $90,760+2.8% | $66,938+39.4% |
| Participation rate | 100.0% | 73.7%+26.3pp | 75.7%+24.3pp | 69.8%+30.2pp |
| Annual return | -22.50% | -12.28%-10.2pp | -12.16%-10.3pp | 1.58%-24.1pp |
| Employer contribution / active EE | $2,429 | $2,369+2.5% | $2,922-16.9% | $2,545-4.6% |
| Participant deferral / active EE | $0 | $3,979-100.0% | $4,565-100.0% | $4,238-100.0% |
| Admin fee / account holder | $0 | $707-100.0% | $8,444-100.0% | $594-100.0% |