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 | $83,023+108.0% | $102,437+68.6% | $77,762+122.1% |
| Participation rate | 98.8% | 71.5%+27.3pp | 74.5%+24.3pp | 70.6%+28.2pp |
| Annual return | -4.96% | 19.12%-24.1pp | 24.95%-29.9pp | 31.27%-36.2pp |
| Employer contribution / active EE | $2,205 | $3,552-37.9% | $3,871-43.0% | $2,728-19.2% |
| Participant deferral / active EE | $0 | $4,110-100.0% | $5,060-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $639-100.0% | $8,388-100.0% | $433-100.0% |