Filed April 19, 2023
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Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,607 | $55,458-59.2% | $76,030-70.3% | $77,762-70.9% |
| Participation rate | 97.7% | 63.6%+34.2pp | 69.1%+28.7pp | 70.6%+27.2pp |
| Annual return | -18.68% | 17.10%-35.8pp | 361.54%-380.2pp | 31.27%-50.0pp |
| Employer contribution / active EE | $0 | $1,792-100.0% | $2,688-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $0 | $3,454-100.0% | $4,257-100.0% | $4,651-100.0% |
| Admin fee / account holder | $3 | $411-99.3% | $6,421-100.0% | $433-99.3% |