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 | $45,109+160.6% | $85,240+37.9% | $77,762+51.1% |
| Participation rate | 88.9% | 48.7%+40.2pp | 67.5%+21.4pp | 70.6%+18.3pp |
| Annual return | -9.69% | 79.55%-89.2pp | 66.75%-76.4pp | 31.27%-41.0pp |
| Employer contribution / active EE | $6,585 | $1,602+311.1% | $2,735+140.7% | $2,728+141.4% |
| Participant deferral / active EE | $0 | $2,814-100.0% | $4,527-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $915-100.0% | $6,165-100.0% | $433-100.0% |