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 | $841,088 | $91,439+819.8% | $135,974+518.6% | $71,511+1076.2% |
| Participation rate | 100.0% | 75.7%+24.3pp | 81.9%+18.1pp | 67.9%+32.1pp |
| Annual return | 13.52% | 29.90%-16.4pp | 68.30%-54.8pp | 28.86%-15.3pp |
| Employer contribution / active EE | $55,819 | $3,705+1406.7% | $4,859+1048.8% | $2,589+2055.9% |
| Participant deferral / active EE | $0 | $7,093-100.0% | $7,760-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $1,267-100.0% | $10,767-100.0% | $1,588-100.0% |