Filed February 6, 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 | $7,079 | $44,626-84.1% | $86,235-91.8% | $80,169-91.2% |
| Participation rate | 99.9% | 63.5%+36.4pp | 69.0%+30.9pp | 72.9%+26.9pp |
| Annual return | -96.48% | 19.61%-116.1pp | 1170.03%-1266.5pp | 40.39%-136.9pp |
| Employer contribution / active EE | $7,345 | $1,099+568.4% | $2,381+208.5% | $2,978+146.6% |
| Participant deferral / active EE | $0 | $2,769-100.0% | $3,987-100.0% | $5,016-100.0% |
| Admin fee / account holder | $0 | $133-100.0% | $6,856-100.0% | $145-100.0% |