Filed October 3, 2023
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Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,542 | $49,249-84.7% | $70,476-89.3% | $79,852-90.6% |
| Participation rate | 88.9% | 69.2%+19.7pp | 75.1%+13.8pp | 69.6%+19.3pp |
| Annual return | -10.99% | 30.09%-41.1pp | 109.12%-120.1pp | 31.72%-42.7pp |
| Employer contribution / active EE | $0 | $2,100-100.0% | $2,738-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,607 | $2,769-42.0% | $3,710-56.7% | $3,740-57.0% |
| Admin fee / account holder | $0 | $2,878-100.0% | $3,847-100.0% | $5,306-100.0% |