Filed December 24, 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 | $220,170 | $88,137+149.8% | $164,975+33.5% | $74,429+195.8% |
| Participation rate | 97.5% | 73.1%+24.4pp | 78.6%+18.9pp | 67.2%+30.3pp |
| Annual return | 1.26% | 17.13%-15.9pp | 70.12%-68.9pp | 1368.38%-1367.1pp |
| Employer contribution / active EE | $26,315 | $2,597+913.2% | $4,343+506.0% | $2,625+902.5% |
| Participant deferral / active EE | $0 | $4,501-100.0% | $6,033-100.0% | $4,348-100.0% |
| Admin fee / account holder | $2 | $2,231-99.9% | $12,688-100.0% | $1,944-99.9% |