Filed March 18, 2022 (most recent of 3 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 | $0 | $24,265-100.0% | $134,556-100.0% | $24,265-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 15.4%-15.4pp | 9.3%-9.3pp |
| Annual return | 1.17% | 9.50%-8.3pp | 8.50%-7.3pp | 9.76%-8.6pp |
| Employer contribution / active EE | $5,923 | $24,502-75.8% | $29,758-80.1% | $12,965-54.3% |
| Participant deferral / active EE | $0 | $1,768-100.0% | $538-100.0% | $143-100.0% |
| Admin fee / account holder | $0 | $4,785-100.0% | $8,606-100.0% | $4,785-100.0% |