Filed November 6, 2023
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Participant contribution per participant 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 | $103,685 | $89,652+15.7% | $141,197-26.6% | $65,186+59.1% |
| Participation rate | 99.5% | 74.7%+24.8pp | 82.5%+17.0pp | 70.2%+29.3pp |
| Annual return | 29.30% | 32.79%-3.5pp | 71.41%-42.1pp | 29.39%-0.1pp |
| Employer contribution / active EE | $13,009 | $3,065+324.5% | $4,736+174.7% | $2,177+497.6% |
| Participant deferral / active EE | $0 | $5,691-100.0% | $6,710-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $569-100.0% | $10,265-100.0% | $847-100.0% |