Filed December 14, 2021 (most recent of 4 filings on file)
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Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,925 | $104,544+38.6% | $96,564+50.1% | $80,187+80.7% |
| Participation rate | 94.6% | 86.4%+8.2pp | 76.0%+18.6pp | 72.9%+21.6pp |
| Annual return | 15.78% | 21.79%-6.0pp | 25.89%-10.1pp | 40.40%-24.6pp |
| Employer contribution / active EE | $2,825 | $3,527-19.9% | $2,967-4.8% | $2,980-5.2% |
| Participant deferral / active EE | $9,735 | $6,170+57.8% | $4,852+100.7% | $5,016+94.1% |
| Admin fee / account holder | $181 | $107+69.0% | $8,256-97.8% | $145+24.5% |