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 | $62,181 | $60,795+2.3% | $69,483-10.5% | $65,186-4.6% |
| Participation rate | 96.5% | 74.9%+21.6pp | 74.6%+21.9pp | 70.2%+26.3pp |
| Annual return | 5.40% | 17.46%-12.1pp | 28.99%-23.6pp | 29.39%-24.0pp |
| Employer contribution / active EE | $2,127 | $2,452-13.2% | $2,780-23.5% | $2,177-2.3% |
| Participant deferral / active EE | $4,994 | $3,162+57.9% | $3,537+41.2% | $3,514+42.1% |
| Admin fee / account holder | $0 | $314-100.0% | $3,841-100.0% | $847-100.0% |