Filed March 14, 2024
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Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,590 | $101,591-77.8% | $147,096-84.6% | $74,429-69.6% |
| Participation rate | 97.5% | 75.5%+22.0pp | 82.2%+15.4pp | 67.2%+30.3pp |
| Annual return | -45.31% | 8746.45%-8791.8pp | 419.75%-465.1pp | 1368.38%-1413.7pp |
| Employer contribution / active EE | $9,035 | $3,813+137.0% | $4,936+83.1% | $2,625+244.2% |
| Participant deferral / active EE | $0 | $7,302-100.0% | $8,071-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $1,750-100.0% | $13,005-100.0% | $1,944-100.0% |