Filed April 18, 2024
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $843 | $44,898-98.1% | $85,126-99.0% | $199,921-99.6% |
| Participation rate | 95.3% | 45.7%+49.6pp | 67.5%+27.8pp | 72.0%+23.3pp |
| Annual return | -129.24% | 20.98%-150.2pp | 66.63%-195.9pp | 34.28%-163.5pp |
| Employer contribution / active EE | $3,975 | $1,367+190.7% | $2,731+45.5% | $3,035+31.0% |
| Participant deferral / active EE | $0 | $2,670-100.0% | $4,523-100.0% | $5,089-100.0% |
| Admin fee / account holder | $0 | $585-100.0% | $6,160-100.0% | $269-100.0% |