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 | $153,221 | $134,619+13.8% | $111,319+37.6% | $101,555+50.9% |
| Participation rate | 99.9% | 89.0%+10.9pp | 77.3%+22.6pp | 74.5%+25.3pp |
| Annual return | 10.86% | 17.96%-7.1pp | 54.68%-43.8pp | 21.00%-10.1pp |
| Employer contribution / active EE | $3,735 | $3,829-2.5% | $2,732+36.7% | $2,972+25.7% |
| Participant deferral / active EE | $8,892 | $6,572+35.3% | $4,488+98.1% | $4,874+82.4% |
| Admin fee / account holder | $0 | $86-100.0% | $7,966-100.0% | $139-100.0% |