Filed December 21, 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 | $39,561 | $51,620-23.4% | $90,324-56.2% | $65,186-39.3% |
| Participation rate | 98.6% | 68.6%+29.9pp | 73.3%+25.3pp | 70.2%+28.4pp |
| Annual return | -45.49% | 24.94%-70.4pp | 78.15%-123.6pp | 29.39%-74.9pp |
| Employer contribution / active EE | $8,049 | $2,235+260.2% | $2,856+181.8% | $2,177+269.8% |
| Participant deferral / active EE | $0 | $2,871-100.0% | $3,885-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $384-100.0% | $5,356-100.0% | $847-100.0% |