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 | $34,932-60.6% | $56,441-75.6% | $74,546-81.5% |
| Participation rate | 93.3% | 32.9%+60.4pp | 52.5%+40.8pp | 67.2%+26.1pp |
| Annual return | -34.35% | 24.90%-59.3pp | 1704.21%-1738.6pp | 1366.03%-1400.4pp |
| Employer contribution / active EE | $6,137 | $608+908.7% | $1,039+490.6% | $2,624+133.8% |
| Participant deferral / active EE | $0 | $1,173-100.0% | $1,953-100.0% | $4,347-100.0% |
| Admin fee / account holder | $1 | $2,359-100.0% | $2,829-100.0% | $1,944-100.0% |