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 | $45,022+161.1% | $85,126+38.1% | $77,714+51.2% |
| Participation rate | 88.9% | 48.7%+40.2pp | 67.5%+21.4pp | 70.6%+18.3pp |
| Annual return | -9.69% | 79.38%-89.1pp | 66.63%-76.3pp | 31.26%-40.9pp |
| Employer contribution / active EE | $6,585 | $1,610+309.0% | $2,731+141.1% | $2,727+141.5% |
| Participant deferral / active EE | $0 | $2,811-100.0% | $4,523-100.0% | $4,649-100.0% |
| Admin fee / account holder | $0 | $913-100.0% | $6,160-100.0% | $433-100.0% |