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 | $85,660-70.3% | $133,346-80.9% | $85,660-70.3% |
| Participation rate | 98.6% | 74.8%+23.8pp | 72.8%+25.8pp | 74.8%+23.8pp |
| Annual return | -26.76% | 19.52%-46.3pp | 36.85%-63.6pp | 19.52%-46.3pp |
| Employer contribution / active EE | $11,501 | $4,199+173.9% | $2,853+303.1% | $4,199+173.9% |
| Participant deferral / active EE | $0 | $3,518-100.0% | $4,332-100.0% | $3,518-100.0% |
| Admin fee / account holder | $0 | $224-99.9% | $14,264-100.0% | $224-99.9% |