Filed December 30, 2022
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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 | $142,195 | $93,617+51.9% | $135,982+4.6% | $75,177+89.1% |
| Participation rate | 84.1% | 75.2%+8.9pp | 81.9%+2.2pp | 67.2%+16.9pp |
| Annual return | 3.32% | 30.89%-27.6pp | 68.32%-65.0pp | 160.75%-157.4pp |
| Employer contribution / active EE | $5,627 | $3,538+59.0% | $4,859+15.8% | $2,671+110.7% |
| Participant deferral / active EE | $0 | $6,406-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $0 | $6,980-100.0% | $10,767-100.0% | $5,651-100.0% |