Filed December 22, 2023
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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 | $117,535 | $45,031+161.0% | $85,009+38.3% | $77,671+51.3% |
| Participation rate | 88.9% | 48.7%+40.2pp | 67.5%+21.4pp | 70.6%+18.3pp |
| Annual return | -9.69% | 79.22%-88.9pp | 66.47%-76.2pp | 31.21%-40.9pp |
| Employer contribution / active EE | $6,585 | $1,609+309.2% | $2,728+141.3% | $2,726+141.5% |
| Participant deferral / active EE | $0 | $2,807-100.0% | $4,522-100.0% | $4,648-100.0% |
| Admin fee / account holder | $0 | $912-100.0% | $6,153-100.0% | $430-100.0% |