Filed September 24, 2021 (most recent of 4 filings on file)
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Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $862,685 | $82,879+940.9% | $96,576+793.3% | $67,986+1168.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.4%+18.6pp | 57.2%+42.8pp |
| Annual return | 0.58% | 36.90%-36.3pp | 38.47%-37.9pp | 31.67%-31.1pp |
| Employer contribution / active EE | $16,176 | $2,727+493.1% | $3,553+355.3% | $2,019+701.3% |
| Participant deferral / active EE | $0 | $6,976-100.0% | $7,956-100.0% | $3,358-100.0% |
| Admin fee / account holder | $8 | $2,783-99.7% | $11,381-99.9% | $3,203-99.8% |