Filed December 30, 2022 (most recent of 2 filings on file)
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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 | $126,947 | $51,283+147.5% | $95,728+32.6% | $71,495+77.6% |
| Participation rate | 100.0% | 63.1%+36.9pp | 72.3%+27.7pp | 67.9%+32.1pp |
| Annual return | 5.94% | 25.25%-19.3pp | 28.40%-22.5pp | 28.85%-22.9pp |
| Employer contribution / active EE | $6,544 | $1,817+260.1% | $2,835+130.8% | $2,589+152.7% |
| Participant deferral / active EE | $0 | $3,365-100.0% | $4,245-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $1,135-100.0% | $5,673-100.0% | $1,588-100.0% |