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 | $79,817 | $44,626+78.9% | $86,216-7.4% | $80,157-0.4% |
| Participation rate | 98.3% | 63.5%+34.8pp | 69.0%+29.4pp | 72.9%+25.4pp |
| Annual return | 10.16% | 19.61%-9.4pp | 1169.42%-1159.3pp | 40.39%-30.2pp |
| Employer contribution / active EE | $3,937 | $1,099+258.3% | $2,382+65.3% | $2,977+32.2% |
| Participant deferral / active EE | $0 | $2,769-100.0% | $3,986-100.0% | $5,015-100.0% |
| Admin fee / account holder | $0 | $133-100.0% | $6,853-100.0% | $145-100.0% |