Filed March 17, 2023
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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 | $205,747 | $79,184+159.8% | $102,438+100.8% | $74,546+176.0% |
| Participation rate | 100.0% | 74.8%+25.2pp | 76.5%+23.5pp | 67.2%+32.8pp |
| Annual return | -4.61% | 54.95%-59.6pp | 29.37%-34.0pp | 1366.03%-1370.6pp |
| Employer contribution / active EE | $8,977 | $2,362+280.1% | $3,024+196.9% | $2,624+242.1% |
| Participant deferral / active EE | $0 | $4,414-100.0% | $5,054-100.0% | $4,347-100.0% |
| Admin fee / account holder | $0 | $2,001-100.0% | $9,448-100.0% | $1,944-100.0% |