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 | $128,452 | $83,090+54.6% | $130,062-1.2% | $71,529+79.6% |
| Participation rate | 95.3% | 74.1%+21.2pp | 78.5%+16.8pp | 67.9%+27.4pp |
| Annual return | 9.63% | 20.61%-11.0pp | -137.37%+147.0pp | 28.97%-19.3pp |
| Employer contribution / active EE | $6,885 | $2,624+162.4% | $4,322+59.3% | $2,590+165.9% |
| Participant deferral / active EE | $0 | $4,436-100.0% | $5,821-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $1,727-100.0% | $10,601-100.0% | $1,588-100.0% |