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 | $67,278 | $95,417-29.5% | $135,974-50.5% | $74,460-9.6% |
| Participation rate | 99.4% | 78.2%+21.2pp | 81.9%+17.5pp | 70.7%+28.7pp |
| Annual return | 7.69% | 32.76%-25.1pp | 68.30%-60.6pp | 34.38%-26.7pp |
| Employer contribution / active EE | $2,632 | $3,878-32.1% | $4,859-45.8% | $2,638-0.2% |
| Participant deferral / active EE | $0 | $7,789-100.0% | $7,760-100.0% | $4,530-100.0% |
| Admin fee / account holder | $0 | $266-100.0% | $10,767-100.0% | $348-100.0% |