Filed January 6, 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 | $47,576 | $79,223-39.9% | $102,460-53.6% | $74,478-36.1% |
| Participation rate | 92.7% | 74.8%+17.9pp | 76.5%+16.1pp | 67.2%+25.4pp |
| Annual return | -15.31% | 54.98%-70.3pp | 29.47%-44.8pp | 1370.56%-1385.9pp |
| Employer contribution / active EE | $2,722 | $2,363+15.2% | $3,025-10.0% | $2,626+3.6% |
| Participant deferral / active EE | $0 | $4,417-100.0% | $5,056-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $2,003-100.0% | $9,460-100.0% | $1,946-100.0% |