Filed February 6, 2023
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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 | $25,464 | $89,670-71.6% | $108,359-76.5% | $89,670-71.6% |
| Participation rate | 98.6% | 71.2%+27.5pp | 70.1%+28.5pp | 71.2%+27.5pp |
| Annual return | -26.76% | 19.66%-46.4pp | 36.89%-63.7pp | 19.66%-46.4pp |
| Employer contribution / active EE | $11,501 | $4,041+184.6% | $2,399+379.3% | $4,041+184.6% |
| Participant deferral / active EE | $0 | $3,962-100.0% | $4,137-100.0% | $3,962-100.0% |
| Admin fee / account holder | $0 | $352-100.0% | $9,741-100.0% | $352-100.0% |