Filed January 11, 2024
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Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,296 | $80,781-63.7% | $102,437-71.4% | $74,478-60.7% |
| Participation rate | 98.3% | 65.7%+32.6pp | 74.5%+23.8pp | 67.2%+31.1pp |
| Annual return | -19.75% | 27.58%-47.3pp | 24.95%-44.7pp | 1370.56%-1390.3pp |
| Employer contribution / active EE | $3,288 | $3,160+4.0% | $3,871-15.1% | $2,626+25.2% |
| Participant deferral / active EE | $0 | $3,862-100.0% | $5,060-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $2,372-100.0% | $8,388-100.0% | $1,946-100.0% |