Filed April 19, 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 | $29,461 | $49,763-40.8% | $70,565-58.2% | $74,473-60.4% |
| Participation rate | 98.5% | 64.6%+33.8pp | 68.4%+30.1pp | 70.7%+27.7pp |
| Annual return | -18.61% | 21.21%-39.8pp | 32.79%-51.4pp | 34.36%-53.0pp |
| Employer contribution / active EE | $3,353 | $1,776+88.8% | $2,976+12.7% | $2,638+27.1% |
| Participant deferral / active EE | $0 | $3,379-100.0% | $4,568-100.0% | $4,530-100.0% |
| Admin fee / account holder | $6 | $316-98.3% | $6,430-99.9% | $347-98.4% |