Filed April 7, 2022 (most recent of 2 filings on file)
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Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $219,732 | $95,415+130.3% | $185,851+18.2% | $85,851+155.9% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 11.33% | 23.59%-12.3pp | 122.11%-110.8pp | 318.63%-307.3pp |
| Employer contribution / active EE | $9,840 | $3,314+196.9% | $5,168+90.4% | $2,565+283.5% |
| Participant deferral / active EE | $7,792 | $3,424+127.6% | $5,569+39.9% | $3,952+97.1% |
| Admin fee / account holder | $34 | $7,215-99.5% | $16,245-99.8% | $6,261-99.5% |