Filed October 18, 2022 (most recent of 19 filings on file)
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 | $0 | $0 | $198,173-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 42.0%-42.0pp | 0.0%0pp |
| Annual return | 11.93% | 14.80%-2.9pp | 10.16%+1.8pp | 16.32%-4.4pp |
| Employer contribution / active EE | $9,354 | $5,344+75.0% | $33,192-71.8% | $12,766-26.7% |
| Participant deferral / active EE | $0 | $48-100.0% | $66-100.0% | $800-100.0% |
| Admin fee / account holder | $0 | $0 | $7,531-100.0% | - |