Filed October 18, 2022 (most recent of 19 filings on file)
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $329,695-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.4%-43.4pp | 0.0%0pp |
| Annual return | -1.31% | 8.48%-9.8pp | 9.82%-11.1pp | 8.48%-9.8pp |
| Employer contribution / active EE | $4,407 | $9,949-55.7% | $30,322-85.5% | $9,949-55.7% |
| Participant deferral / active EE | $0 | $734-100.0% | $66-100.0% | $734-100.0% |
| Admin fee / account holder | $0 | $0 | $53,840-100.0% | - |