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 | $851,166 | $89,652+849.4% | $141,200+502.8% | $65,188+1205.7% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.5%+17.5pp | 70.2%+29.8pp |
| Annual return | 20.08% | 32.79%-12.7pp | 71.41%-51.3pp | 29.38%-9.3pp |
| Employer contribution / active EE | $55,106 | $3,065+1698.1% | $4,736+1063.5% | $2,177+2431.5% |
| Participant deferral / active EE | $0 | $5,691-100.0% | $6,710-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $569-100.0% | $10,265-100.0% | $847-100.0% |