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 | $142,150 | $185,342-23.3% | $111,306+27.7% | $86,821+63.7% |
| Participation rate | 99.2% | 81.0%+18.2pp | 77.3%+21.9pp | 72.3%+26.9pp |
| Annual return | 5.35% | 500.80%-495.4pp | 54.67%-49.3pp | 97.94%-92.6pp |
| Employer contribution / active EE | $5,384 | $2,246+139.7% | $2,732+97.1% | $2,406+123.8% |
| Participant deferral / active EE | $0 | $4,458-100.0% | $4,488-100.0% | $4,132-100.0% |
| Admin fee / account holder | $0 | $255-100.0% | $7,966-100.0% | $170-100.0% |