Filed November 16, 2023
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,869 | $62,543-29.9% | $83,327-47.4% | $55,727-21.3% |
| Participation rate | 89.6% | 78.4%+11.2pp | 77.8%+11.8pp | 70.9%+18.7pp |
| Annual return | -7.20% | 14.85%-22.0pp | 10.64%-17.8pp | 244.94%-252.1pp |
| Employer contribution / active EE | $2,498 | $2,427+2.9% | $3,379-26.1% | $2,078+20.2% |
| Participant deferral / active EE | $0 | $5,682-100.0% | $5,565-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $103-100.0% | $7,540-100.0% | $115-100.0% |