Filed March 6, 2024
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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 | $172,728 | $82,972+108.2% | $103,374+67.1% | $77,671+122.4% |
| Participation rate | 98.8% | 71.5%+27.3pp | 74.5%+24.3pp | 70.6%+28.3pp |
| Annual return | -4.96% | 19.14%-24.1pp | 24.89%-29.8pp | 31.21%-36.2pp |
| Employer contribution / active EE | $2,205 | $3,554-37.9% | $3,869-43.0% | $2,726-19.1% |
| Participant deferral / active EE | $0 | $4,108-100.0% | $5,058-100.0% | $4,648-100.0% |
| Admin fee / account holder | $0 | $639-100.0% | $8,394-100.0% | $430-100.0% |