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 | $38,196 | $64,612-40.9% | $86,460-55.8% | $64,829-41.1% |
| Participation rate | 92.2% | 81.5%+10.7pp | 80.3%+11.8pp | 71.5%+20.7pp |
| Annual return | -20.74% | 0.66%-21.4pp | 4399.82%-4420.6pp | 32.85%-53.6pp |
| Employer contribution / active EE | $2,955 | $2,744+7.7% | $3,771-21.6% | $2,507+17.9% |
| Participant deferral / active EE | $0 | $7,497-100.0% | $6,954-100.0% | $4,312-100.0% |
| Admin fee / account holder | $0 | $169-99.9% | $6,727-100.0% | $188-99.9% |