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 | $45,123+267.6% | $85,240+94.6% | $74,478+122.7% |
| Participation rate | 99.1% | 49.4%+49.8pp | 67.5%+31.6pp | 67.2%+31.9pp |
| Annual return | -21.87% | 26.32%-48.2pp | 66.75%-88.6pp | 1370.56%-1392.4pp |
| Employer contribution / active EE | $10,077 | $1,459+590.8% | $2,735+268.4% | $2,626+283.7% |
| Participant deferral / active EE | $0 | $2,736-100.0% | $4,527-100.0% | $4,350-100.0% |
| Admin fee / account holder | $16 | $2,215-99.3% | $6,165-99.7% | $1,946-99.2% |