Filed September 15, 2023
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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 | $52,103 | $52,467-0.7% | $57,196-8.9% | $55,167-5.6% |
| Participation rate | 95.5% | 75.8%+19.6pp | 75.3%+20.1pp | 69.0%+26.5pp |
| Annual return | 1.29% | 7.72%-6.4pp | 14.59%-13.3pp | 169.23%-167.9pp |
| Employer contribution / active EE | $1,838 | $2,477-25.8% | $2,683-31.5% | $1,963-6.3% |
| Participant deferral / active EE | $3,793 | $2,830+34.0% | $3,096+22.5% | $3,054+24.2% |
| Admin fee / account holder | $0 | $269-100.0% | $3,141-100.0% | $504-100.0% |