Filed May 26, 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 | $30,856 | $55,457-44.4% | $76,119-59.5% | $77,736-60.3% |
| Participation rate | 100.0% | 63.6%+36.4pp | 69.1%+30.9pp | 70.6%+29.4pp |
| Annual return | -5.82% | 17.09%-22.9pp | 361.25%-367.1pp | 31.26%-37.1pp |
| Employer contribution / active EE | $22,616 | $1,792+1161.9% | $2,693+739.9% | $2,728+729.1% |
| Participant deferral / active EE | $0 | $3,454-100.0% | $4,259-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $411-100.0% | $6,421-100.0% | $433-100.0% |