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 | $144,581 | $117,238+23.3% | $87,102+66.0% | $82,204+75.9% |
| Participation rate | 93.0% | 87.2%+5.8pp | 76.9%+16.1pp | 73.4%+19.6pp |
| Annual return | 14.84% | 25.80%-11.0pp | 28.19%-13.4pp | 26.31%-11.5pp |
| Employer contribution / active EE | $2,228 | $3,535-37.0% | $2,521-11.6% | $2,707-17.7% |
| Participant deferral / active EE | $6,859 | $5,976+14.8% | $4,048+69.4% | $4,246+61.6% |
| Admin fee / account holder | $0 | $81-100.0% | $7,493-100.0% | $76-100.0% |