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 | $82,979-62.9% | $102,412-69.9% | $77,736-60.4% |
| Participation rate | 99.2% | 71.5%+27.7pp | 74.5%+24.7pp | 70.6%+28.6pp |
| Annual return | -73.15% | 19.11%-92.3pp | 24.94%-98.1pp | 31.26%-104.4pp |
| Employer contribution / active EE | $21,195 | $3,554+496.4% | $3,870+447.7% | $2,728+677.0% |
| Participant deferral / active EE | $0 | $4,109-100.0% | $5,060-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $639-100.0% | $8,388-100.0% | $433-100.0% |