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 | $60,216 | $43,466+38.5% | $90,970-33.8% | $90,274-33.3% |
| Participation rate | 98.6% | 62.5%+36.1pp | 69.0%+29.6pp | 73.4%+25.3pp |
| Annual return | 0.64% | 25.26%-24.6pp | 134.60%-134.0pp | 53.97%-53.3pp |
| Employer contribution / active EE | $3,573 | $840+325.3% | $2,122+68.4% | $2,523+41.6% |
| Participant deferral / active EE | $0 | $2,138-100.0% | $3,373-100.0% | $4,231-100.0% |
| Admin fee / account holder | $0 | $92-100.0% | $5,961-100.0% | $114-100.0% |