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 | $83,436-69.5% | $108,753-76.6% | $83,436-69.5% |
| Participation rate | 98.6% | 73.2%+25.5pp | 71.1%+27.5pp | 73.2%+25.5pp |
| Annual return | -26.76% | 19.34%-46.1pp | 37.47%-64.2pp | 19.34%-46.1pp |
| Employer contribution / active EE | $11,501 | $4,072+182.5% | $2,427+374.0% | $4,072+182.5% |
| Participant deferral / active EE | $0 | $3,411-100.0% | $4,115-100.0% | $3,411-100.0% |
| Admin fee / account holder | $0 | $265-99.9% | $10,320-100.0% | $265-99.9% |