Filed October 11, 2022 (most recent of 4 filings on file)
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Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $226,293 | $94,836+138.6% | $75,728+198.8% | $86,828+160.6% |
| Participation rate | 90.3% | 79.1%+11.2pp | 74.8%+15.5pp | 72.3%+18.0pp |
| Annual return | 12.27% | 16.90%-4.6pp | 104.66%-92.4pp | 97.95%-85.7pp |
| Employer contribution / active EE | $2,988 | $2,908+2.8% | $2,743+8.9% | $2,406+24.2% |
| Participant deferral / active EE | $4,752 | $3,632+30.8% | $3,820+24.4% | $4,132+15.0% |
| Admin fee / account holder | $0 | $108-100.0% | $3,620-100.0% | $170-100.0% |