Filed September 23, 2021 (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 | $75,009 | $104,336-28.1% | $159,474-53.0% | $86,821-13.6% |
| Participation rate | 99.6% | 77.7%+21.9pp | 82.8%+16.8pp | 72.3%+27.3pp |
| Annual return | 11.74% | 26.32%-14.6pp | 263.68%-251.9pp | 97.94%-86.2pp |
| Employer contribution / active EE | $13,453 | $3,451+289.8% | $4,831+178.5% | $2,406+459.1% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $7,353-100.0% | $4,132-100.0% |
| Admin fee / account holder | $0 | $172-100.0% | $10,802-100.0% | $170-100.0% |