Filed November 29, 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 | $13,765 | $30,423-54.8% | $56,025-75.4% | $74,478-81.5% |
| Participation rate | 93.3% | 32.9%+60.4pp | 52.5%+40.8pp | 67.2%+26.1pp |
| Annual return | -34.35% | 24.97%-59.3pp | 1712.69%-1747.0pp | 1370.56%-1404.9pp |
| Employer contribution / active EE | $6,137 | $610+905.6% | $1,042+489.2% | $2,626+133.7% |
| Participant deferral / active EE | $0 | $1,176-100.0% | $1,955-100.0% | $4,350-100.0% |
| Admin fee / account holder | $1 | $2,363-100.0% | $2,828-100.0% | $1,946-100.0% |