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 | $45,119+267.7% | $85,126+94.9% | $74,429+122.9% |
| Participation rate | 99.1% | 49.4%+49.8pp | 67.5%+31.6pp | 67.2%+31.9pp |
| Annual return | -21.87% | 26.28%-48.1pp | 66.63%-88.5pp | 1368.38%-1390.3pp |
| Employer contribution / active EE | $10,077 | $1,460+590.0% | $2,731+268.9% | $2,625+283.9% |
| Participant deferral / active EE | $0 | $2,738-100.0% | $4,523-100.0% | $4,348-100.0% |
| Admin fee / account holder | $16 | $2,214-99.3% | $6,160-99.7% | $1,944-99.2% |