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 | $56,450 | $33,780+67.1% | $74,551-24.3% | $75,289-25.0% |
| Participation rate | 98.2% | 62.7%+35.6pp | 69.1%+29.1pp | 72.4%+25.8pp |
| Annual return | -8.27% | -1.24%-7.0pp | 32.53%-40.8pp | -0.04%-8.2pp |
| Employer contribution / active EE | $3,031 | $845+258.6% | $1,961+54.5% | $2,405+26.0% |
| Participant deferral / active EE | $0 | $1,890-100.0% | $3,108-100.0% | $3,739-100.0% |
| Admin fee / account holder | $0 | $86-100.0% | $5,059-100.0% | $102-100.0% |