Filed December 1, 2021 (most recent of 3 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 | $78,397 | $58,828+33.3% | $78,002+0.5% | $62,881+24.7% |
| Participation rate | 100.0% | 71.1%+28.9pp | 75.5%+24.5pp | 69.3%+30.7pp |
| Annual return | 4.11% | 17.16%-13.1pp | 425.99%-421.9pp | 20.14%-16.0pp |
| Employer contribution / active EE | $4,602 | $1,672+175.3% | $2,470+86.3% | $2,281+101.7% |
| Participant deferral / active EE | $0 | $2,686-100.0% | $3,497-100.0% | $3,203-100.0% |
| Admin fee / account holder | $0 | $4,393-100.0% | $5,481-100.0% | $4,296-100.0% |