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 | $42,246 | $69,231-39.0% | $91,994-54.1% | $67,584-37.5% |
| Participation rate | 87.2% | 78.9%+8.3pp | 78.6%+8.5pp | 71.3%+15.9pp |
| Annual return | -7.60% | 32.03%-39.6pp | 69.04%-76.6pp | 378.59%-386.2pp |
| Employer contribution / active EE | $2,604 | $2,284+14.0% | $3,453-24.6% | $2,148+21.3% |
| Participant deferral / active EE | $0 | $5,854-100.0% | $5,924-100.0% | $3,540-100.0% |
| Admin fee / account holder | $0 | $107-100.0% | $7,744-100.0% | $142-100.0% |