Filed December 13, 2021
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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 | $43,484 | $83,023-47.6% | $102,437-57.6% | $77,762-44.1% |
| Participation rate | 98.9% | 71.5%+27.3pp | 74.5%+24.4pp | 70.6%+28.3pp |
| Annual return | -18.60% | 19.12%-37.7pp | 24.95%-43.5pp | 31.27%-49.9pp |
| Employer contribution / active EE | $9,095 | $3,552+156.0% | $3,871+135.0% | $2,728+233.4% |
| Participant deferral / active EE | $0 | $4,110-100.0% | $5,060-100.0% | $4,651-100.0% |
| Admin fee / account holder | $5 | $639-99.2% | $8,388-99.9% | $433-98.8% |