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 | $24,811-30.7% | $69,701-75.3% | $74,546-76.9% |
| Participation rate | 100.0% | 63.5%+36.5pp | 66.4%+33.6pp | 67.2%+32.8pp |
| Annual return | -5.93% | 18.53%-24.5pp | 100.32%-106.3pp | 1366.03%-1372.0pp |
| Employer contribution / active EE | $8,500 | $1,003+747.9% | $1,713+396.1% | $2,624+223.9% |
| Participant deferral / active EE | $0 | $1,904-100.0% | $2,887-100.0% | $4,347-100.0% |
| Admin fee / account holder | $2 | $1,898-99.9% | $4,717-100.0% | $1,944-99.9% |