Filed July 26, 2021 (most recent of 4 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 | $242,746 | $86,341+181.1% | $125,195+93.9% | $65,186+272.4% |
| Participation rate | 100.0% | 75.3%+24.7pp | 79.8%+20.2pp | 70.2%+29.8pp |
| Annual return | -16.14% | 27.44%-43.6pp | 43.79%-59.9pp | 29.39%-45.5pp |
| Employer contribution / active EE | $5,793 | $2,040+184.1% | $3,866+49.8% | $2,177+166.1% |
| Participant deferral / active EE | $0 | $3,538-100.0% | $4,937-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $609-100.0% | $9,704-100.0% | $847-100.0% |