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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,490 | $76,371+42.1% | $93,621+15.9% | $72,976+48.7% |
| Participation rate | 100.0% | 71.8%+28.2pp | 75.8%+24.2pp | 69.5%+30.5pp |
| Annual return | 2.08% | 25.82%-23.7pp | 32.76%-30.7pp | 81.02%-78.9pp |
| Employer contribution / active EE | $9,871 | $2,276+333.7% | $2,719+263.1% | $2,440+304.5% |
| Participant deferral / active EE | $0 | $3,538-100.0% | $4,070-100.0% | $3,608-100.0% |
| Admin fee / account holder | $0 | $6,839-100.0% | $7,890-100.0% | $5,124-100.0% |