Filed November 16, 2023
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 | $40,178 | $87,125-53.9% | $108,421-62.9% | $86,828-53.7% |
| Participation rate | 98.2% | 80.5%+17.7pp | 80.1%+18.1pp | 72.3%+25.9pp |
| Annual return | 7.86% | 25.21%-17.3pp | 905.61%-897.8pp | 97.95%-90.1pp |
| Employer contribution / active EE | $2,963 | $2,477+19.6% | $3,560-16.8% | $2,406+23.1% |
| Participant deferral / active EE | $0 | $6,944-100.0% | $6,564-100.0% | $4,132-100.0% |
| Admin fee / account holder | $0 | $130-99.9% | $7,298-100.0% | $170-99.9% |