Filed October 26, 2023 (most recent of 2 filings on file)
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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 | $144,781 | $91,424+58.4% | $135,942+6.5% | $71,495+102.5% |
| Participation rate | 99.0% | 75.7%+23.3pp | 81.9%+17.0pp | 67.9%+31.0pp |
| Annual return | 14.15% | 29.90%-15.8pp | 68.28%-54.1pp | 28.85%-14.7pp |
| Employer contribution / active EE | $8,875 | $3,704+139.6% | $4,858+82.7% | $2,589+242.7% |
| Participant deferral / active EE | $0 | $7,092-100.0% | $7,759-100.0% | $4,291-100.0% |
| Admin fee / account holder | $5 | $1,266-99.6% | $10,764-100.0% | $1,588-99.7% |