Filed July 21, 2022
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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 | $77,011 | $95,417-19.3% | $135,974-43.4% | $74,460+3.4% |
| Participation rate | 99.5% | 78.2%+21.3pp | 81.9%+17.6pp | 70.7%+28.8pp |
| Annual return | 4.64% | 32.76%-28.1pp | 68.30%-63.7pp | 34.38%-29.7pp |
| Employer contribution / active EE | $9,558 | $3,878+146.5% | $4,859+96.7% | $2,638+262.3% |
| Participant deferral / active EE | $0 | $7,789-100.0% | $7,760-100.0% | $4,530-100.0% |
| Admin fee / account holder | $0 | $266-100.0% | $10,767-100.0% | $348-100.0% |