Filed November 2, 2022 (most recent of 2 filings on file)
Total covered: 4,501 employees
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 | $109,006 | $111,064-1.9% | $67,652+61.1% | $69,651+56.5% |
| Participation rate | 95.5% | 86.0%+9.4pp | 75.7%+19.8pp | 66.6%+28.9pp |
| Annual return | -3.95% | 2.77%-6.7pp | 6625.40%-6629.3pp | 53.77%-57.7pp |
| Employer contribution / active EE | $1,648 | $3,328-50.5% | $2,266-27.3% | $2,241-26.5% |
| Participant deferral / active EE | $6,328 | $6,396-1.1% | $3,560+77.8% | $3,635+74.1% |
| Admin fee / account holder | $0 | $72-100.0% | $4,821-100.0% | $63-100.0% |