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 | $41,222 | $89,282-53.8% | $94,677-56.5% | $74,478-44.7% |
| Participation rate | 84.5% | 82.4%+2.0pp | 80.8%+3.6pp | 70.7%+13.7pp |
| Annual return | 0.86% | 25.96%-25.1pp | 156.95%-156.1pp | 34.37%-33.5pp |
| Employer contribution / active EE | $2,865 | $3,022-5.2% | $3,673-22.0% | $2,637+8.6% |
| Participant deferral / active EE | $0 | $8,425-100.0% | $7,418-100.0% | $4,530-100.0% |
| Admin fee / account holder | $0 | $219-99.9% | $7,222-100.0% | $347-99.9% |