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 | $55,402-59.2% | $76,089-70.3% | $77,714-70.9% |
| Participation rate | 97.7% | 63.6%+34.2pp | 69.1%+28.7pp | 70.6%+27.2pp |
| Annual return | -18.68% | 17.09%-35.8pp | 360.94%-379.6pp | 31.26%-49.9pp |
| Employer contribution / active EE | $0 | $1,789-100.0% | $2,690-100.0% | $2,727-100.0% |
| Participant deferral / active EE | $0 | $3,450-100.0% | $4,259-100.0% | $4,649-100.0% |
| Admin fee / account holder | $3 | $410-99.3% | $6,418-100.0% | $433-99.3% |