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 | $30,437+430.9% | $56,033+188.4% | $74,459+117.0% |
| Participation rate | 87.4% | 32.9%+54.5pp | 52.5%+34.9pp | 67.2%+20.2pp |
| Annual return | 5.71% | 24.96%-19.2pp | 1711.38%-1705.7pp | 1369.70%-1364.0pp |
| Employer contribution / active EE | $1,137 | $610+86.4% | $1,041+9.2% | $2,626-56.7% |
| Participant deferral / active EE | $0 | $1,176-100.0% | $1,954-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $2,363-100.0% | $2,827-100.0% | $1,945-100.0% |