Filed October 24, 2022
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Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $742,743 | $75,183+887.9% | $123,894+499.5% | $55,167+1246.3% |
| Participation rate | 100.0% | 72.8%+27.2pp | 81.4%+18.6pp | 69.0%+31.0pp |
| Annual return | 4.74% | 19.01%-14.3pp | 47.52%-42.8pp | 169.23%-164.5pp |
| Employer contribution / active EE | $50,781 | $2,823+1698.5% | $4,617+999.9% | $1,963+2487.4% |
| Participant deferral / active EE | $0 | $5,084-100.0% | $5,984-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $663-100.0% | $8,357-100.0% | $504-100.0% |