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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $983,387 | $104,482+841.2% | $159,455+516.7% | $79,393+1138.6% |
| Participation rate | 100.0% | 76.6%+23.4pp | 82.8%+17.2pp | 70.7%+29.3pp |
| Annual return | 11.49% | 67.96%-56.5pp | 263.63%-252.1pp | 116.87%-105.4pp |
| Employer contribution / active EE | $56,667 | $3,416+1558.7% | $4,830+1073.2% | $2,428+2234.2% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $7,353-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $711-100.0% | $10,800-100.0% | $627-100.0% |