Filed October 20, 2023 (most recent of 2 filings on file)
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Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,356 | $57,976+74.8% | $63,018+60.8% | $62,293+62.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 11.66% | 17.54%-5.9pp | 87.62%-76.0pp | 28.90%-17.2pp |
| Employer contribution / active EE | $5,525 | $2,415+128.8% | $2,761+100.1% | $2,042+170.5% |
| Participant deferral / active EE | $5,276 | $2,956+78.5% | $3,330+58.5% | $3,169+66.5% |
| Admin fee / account holder | $190 | $276-31.2% | $3,601-94.7% | $479-60.4% |