Filed July 12, 2023
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Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,804 | $27,800-89.9% | $58,561-95.2% | $71,511-96.1% |
| Participation rate | 99.3% | 34.6%+64.7pp | 50.9%+48.4pp | 67.9%+31.3pp |
| Annual return | -46.67% | 26.80%-73.5pp | 4251.33%-4298.0pp | 28.86%-75.5pp |
| Employer contribution / active EE | $2,328 | $632+268.6% | $1,053+121.0% | $2,589-10.1% |
| Participant deferral / active EE | $0 | $1,208-100.0% | $1,923-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $1,637-100.0% | $2,520-100.0% | $1,588-100.0% |