Filed March 13, 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 | $30,812 | $82,972-62.9% | $103,374-70.2% | $77,671-60.3% |
| Participation rate | 99.2% | 71.5%+27.7pp | 74.5%+24.7pp | 70.6%+28.6pp |
| Annual return | -73.15% | 19.14%-92.3pp | 24.89%-98.0pp | 31.21%-104.4pp |
| Employer contribution / active EE | $21,195 | $3,554+496.4% | $3,869+447.8% | $2,726+677.4% |
| Participant deferral / active EE | $0 | $4,108-100.0% | $5,058-100.0% | $4,648-100.0% |
| Admin fee / account holder | $0 | $639-100.0% | $8,394-100.0% | $430-100.0% |