Filed November 6, 2023
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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 | $119,854 | $84,499+41.8% | $125,391-4.4% | $66,949+79.0% |
| Participation rate | 98.8% | 76.4%+22.4pp | 82.4%+16.4pp | 69.8%+29.0pp |
| Annual return | -20.37% | -8.49%-11.9pp | 572.41%-592.8pp | 1.57%-21.9pp |
| Employer contribution / active EE | $8,371 | $3,554+135.6% | $4,816+73.8% | $2,545+228.9% |
| Participant deferral / active EE | $0 | $6,785-100.0% | $7,448-100.0% | $4,239-100.0% |
| Admin fee / account holder | $0 | $685-100.0% | $10,009-100.0% | $594-100.0% |