Filed April 28, 2023 (most recent of 2 filings on file)
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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 | $86,881 | $93,182-6.8% | $146,643-40.8% | $79,391+9.4% |
| Participation rate | 92.0% | 76.4%+15.6pp | 80.1%+12.0pp | 70.7%+21.3pp |
| Annual return | -37.37% | 21.61%-59.0pp | 22.75%-60.1pp | 116.88%-154.3pp |
| Employer contribution / active EE | $3,549 | $2,420+46.7% | $4,137-14.2% | $2,428+46.2% |
| Participant deferral / active EE | $0 | $4,169-100.0% | $5,506-100.0% | $4,046-100.0% |
| Admin fee / account holder | $3 | $585-99.4% | $10,280-100.0% | $627-99.4% |