Filed November 9, 2021
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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 | $139,680 | $73,638+89.7% | $95,964+45.6% | $73,497+90.0% |
| Participation rate | 99.2% | 76.2%+23.0pp | 77.1%+22.1pp | 70.7%+28.5pp |
| Annual return | 10.88% | 16.78%-5.9pp | 91.64%-80.8pp | 28.51%-17.6pp |
| Employer contribution / active EE | $6,308 | $1,863+238.5% | $2,541+148.2% | $2,270+177.9% |
| Participant deferral / active EE | $0 | $3,617-100.0% | $4,167-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $482-100.0% | $6,797-100.0% | $513-100.0% |