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 | $34,932+362.6% | $56,441+186.3% | $74,546+116.8% |
| Participation rate | 87.4% | 32.9%+54.5pp | 52.5%+34.9pp | 67.2%+20.2pp |
| Annual return | 5.71% | 24.90%-19.2pp | 1704.21%-1698.5pp | 1366.03%-1360.3pp |
| Employer contribution / active EE | $1,137 | $608+86.9% | $1,039+9.4% | $2,624-56.7% |
| Participant deferral / active EE | $0 | $1,173-100.0% | $1,953-100.0% | $4,347-100.0% |
| Admin fee / account holder | $0 | $2,359-100.0% | $2,829-100.0% | $1,944-100.0% |