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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,441 | $106,247-35.6% | $147,096-53.5% | $77,714-11.9% |
| Participation rate | 99.2% | 78.4%+20.8pp | 82.2%+17.0pp | 70.6%+28.6pp |
| Annual return | 10.17% | 56.87%-46.7pp | 419.75%-409.6pp | 31.26%-21.1pp |
| Employer contribution / active EE | $4,295 | $4,069+5.6% | $4,936-13.0% | $2,727+57.5% |
| Participant deferral / active EE | $0 | $7,996-100.0% | $8,071-100.0% | $4,649-100.0% |
| Admin fee / account holder | $0 | $338-100.0% | $13,005-100.0% | $433-100.0% |