Filed February 8, 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 | $17,198 | $24,891-30.9% | $69,632-75.3% | $74,478-76.9% |
| Participation rate | 100.0% | 63.4%+36.6pp | 66.4%+33.6pp | 67.2%+32.8pp |
| Annual return | -5.93% | 18.53%-24.5pp | 101.32%-107.3pp | 1370.56%-1376.5pp |
| Employer contribution / active EE | $8,500 | $1,005+745.7% | $1,708+397.6% | $2,626+223.7% |
| Participant deferral / active EE | $0 | $1,908-100.0% | $2,889-100.0% | $4,350-100.0% |
| Admin fee / account holder | $2 | $1,904-99.9% | $4,695-100.0% | $1,946-99.9% |