Filed January 22, 2024
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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 | $81,715 | $25,302+223.0% | $74,719+9.4% | $67,579+20.9% |
| Participation rate | 99.5% | 37.8%+61.7pp | 54.5%+45.1pp | 71.3%+28.3pp |
| Annual return | 11.54% | 10291.17%-10279.6pp | 753.05%-741.5pp | 378.56%-367.0pp |
| Employer contribution / active EE | $8,454 | $446+1793.9% | $1,084+679.8% | $2,148+293.6% |
| Participant deferral / active EE | $0 | $954-100.0% | $1,963-100.0% | $3,539-100.0% |
| Admin fee / account holder | $0 | $108-100.0% | $3,334-100.0% | $142-100.0% |