Filed May 2, 2023
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Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,929 | $62,688-71.4% | $178,528-90.0% | $77,714-76.9% |
| Participation rate | 83.8% | 66.9%+16.9pp | 77.1%+6.7pp | 70.6%+13.2pp |
| Annual return | -70.39% | 16.16%-86.5pp | 27.11%-97.5pp | 31.26%-101.6pp |
| Employer contribution / active EE | $7,579 | $1,912+296.4% | $3,950+91.8% | $2,727+177.9% |
| Participant deferral / active EE | $0 | $4,224-100.0% | $6,278-100.0% | $4,649-100.0% |
| Admin fee / account holder | $0 | $386-100.0% | $10,419-100.0% | $433-100.0% |