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 | $88,203+149.6% | $165,100+33.4% | $74,478+195.6% |
| Participation rate | 97.5% | 73.1%+24.4pp | 78.6%+18.9pp | 67.2%+30.3pp |
| Annual return | 1.26% | 17.13%-15.9pp | 70.21%-69.0pp | 1370.56%-1369.3pp |
| Employer contribution / active EE | $26,315 | $2,601+911.9% | $4,348+505.2% | $2,626+902.0% |
| Participant deferral / active EE | $0 | $4,505-100.0% | $6,035-100.0% | $4,350-100.0% |
| Admin fee / account holder | $2 | $2,235-99.9% | $12,696-100.0% | $1,946-99.9% |