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 | $84,458+921.4% | $102,184+744.2% | $64,340+1240.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 82.6%+17.4pp | 55.2%+44.8pp |
| Annual return | 0.58% | 45.73%-45.1pp | 31.58%-31.0pp | 24.14%-23.6pp |
| Employer contribution / active EE | $16,176 | $2,412+570.8% | $3,594+350.1% | $1,862+768.9% |
| Participant deferral / active EE | $0 | $6,208-100.0% | $8,309-100.0% | $2,980-100.0% |
| Admin fee / account holder | $8 | $2,926-99.7% | $11,609-99.9% | $3,703-99.8% |