Filed November 17, 2021
Total covered: 44 employees
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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 | $29,679 | $42,546-30.2% | $71,796-58.7% | $55,167-46.2% |
| Participation rate | 100.0% | 59.1%+40.9pp | 69.1%+30.9pp | 69.0%+31.0pp |
| Annual return | 2.49% | 12.36%-9.9pp | 78.04%-75.5pp | 169.23%-166.7pp |
| Employer contribution / active EE | $768 | $803-4.4% | $1,924-60.1% | $1,963-60.9% |
| Participant deferral / active EE | $0 | $2,064-100.0% | $2,794-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $650-100.0% | $4,815-100.0% | $504-100.0% |