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 | $80,748-63.7% | $102,383-71.4% | $74,429-60.6% |
| Participation rate | 98.3% | 65.7%+32.6pp | 74.5%+23.8pp | 67.2%+31.1pp |
| Annual return | -19.75% | 27.57%-47.3pp | 24.94%-44.7pp | 1368.38%-1388.1pp |
| Employer contribution / active EE | $3,288 | $3,159+4.1% | $3,870-15.0% | $2,625+25.3% |
| Participant deferral / active EE | $0 | $3,861-100.0% | $5,060-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $2,371-100.0% | $8,391-100.0% | $1,944-100.0% |