Filed April 6, 2023 (most recent of 3 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 | $85,337 | $48,669+75.3% | $93,654-8.9% | $199,768-57.3% |
| Participation rate | 98.0% | 63.7%+34.3pp | 68.7%+29.3pp | 72.0%+26.0pp |
| Annual return | 10.41% | 15.38%-5.0pp | 133.34%-122.9pp | 34.26%-23.9pp |
| Employer contribution / active EE | $4,927 | $1,137+333.2% | $2,421+103.5% | $3,037+62.2% |
| Participant deferral / active EE | $0 | $2,823-100.0% | $4,413-100.0% | $5,090-100.0% |
| Admin fee / account holder | $0 | $195-100.0% | $8,282-100.0% | $269-100.0% |