Filed October 25, 2023 (most recent of 2 filings on file)
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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 | $161,605 | $30,423+431.2% | $56,025+188.4% | $74,478+117.0% |
| Participation rate | 87.4% | 32.9%+54.5pp | 52.5%+34.9pp | 67.2%+20.2pp |
| Annual return | 5.71% | 24.97%-19.3pp | 1712.69%-1707.0pp | 1370.56%-1364.8pp |
| Employer contribution / active EE | $1,137 | $610+86.3% | $1,042+9.2% | $2,626-56.7% |
| Participant deferral / active EE | $0 | $1,176-100.0% | $1,955-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $2,363-100.0% | $2,828-100.0% | $1,946-100.0% |