Filed November 16, 2023
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Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,526 | $90,064-78.3% | $100,378-80.5% | $77,714-74.9% |
| Participation rate | 99.9% | 81.3%+18.6pp | 81.5%+18.4pp | 70.6%+29.3pp |
| Annual return | -6.94% | 20.61%-27.5pp | 49.41%-56.3pp | 31.26%-38.2pp |
| Employer contribution / active EE | $2,592 | $3,043-14.8% | $3,942-34.2% | $2,727-4.9% |
| Participant deferral / active EE | $0 | $8,282-100.0% | $8,087-100.0% | $4,649-100.0% |
| Admin fee / account holder | $0 | $172-100.0% | $7,899-100.0% | $433-100.0% |