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 | $44,980+161.3% | $85,063+38.2% | $77,692+51.3% |
| Participation rate | 88.9% | 48.6%+40.3pp | 67.5%+21.4pp | 70.6%+18.3pp |
| Annual return | -9.69% | 79.13%-88.8pp | 66.54%-76.2pp | 31.25%-40.9pp |
| Employer contribution / active EE | $6,585 | $1,607+309.7% | $2,727+141.4% | $2,726+141.5% |
| Participant deferral / active EE | $0 | $2,804-100.0% | $4,523-100.0% | $4,648-100.0% |
| Admin fee / account holder | $0 | $911-100.0% | $6,155-100.0% | $431-100.0% |