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 | $101,672-77.8% | $147,117-84.6% | $74,478-69.7% |
| Participation rate | 97.5% | 75.5%+22.0pp | 82.2%+15.3pp | 67.2%+30.3pp |
| Annual return | -45.31% | 8757.83%-8803.1pp | 420.54%-465.8pp | 1370.56%-1415.9pp |
| Employer contribution / active EE | $9,035 | $3,813+136.9% | $4,932+83.2% | $2,626+244.0% |
| Participant deferral / active EE | $0 | $7,305-100.0% | $8,065-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $1,753-100.0% | $12,993-100.0% | $1,946-100.0% |