Filed October 11, 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 | $165,880 | $44,984+268.8% | $85,009+95.1% | $74,546+122.5% |
| Participation rate | 99.1% | 49.4%+49.7pp | 67.5%+31.6pp | 67.2%+31.9pp |
| Annual return | -21.87% | 26.25%-48.1pp | 66.47%-88.3pp | 1366.03%-1387.9pp |
| Employer contribution / active EE | $10,077 | $1,458+591.1% | $2,728+269.3% | $2,624+284.0% |
| Participant deferral / active EE | $0 | $2,733-100.0% | $4,522-100.0% | $4,347-100.0% |
| Admin fee / account holder | $16 | $2,208-99.3% | $6,153-99.7% | $1,944-99.2% |