Filed March 2, 2022 (most recent of 2 filings on file)
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Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,014 | $116,081-76.7% | $156,181-82.7% | $79,634-66.1% |
| Participation rate | 98.2% | 75.6%+22.6pp | 78.8%+19.3pp | 62.5%+35.7pp |
| Annual return | 5.58% | 15.89%-10.3pp | 64.87%-59.3pp | 36.46%-30.9pp |
| Employer contribution / active EE | $2,233 | $2,828-21.0% | $4,294-48.0% | $2,529-11.7% |
| Participant deferral / active EE | $0 | $4,584-100.0% | $6,132-100.0% | $3,835-100.0% |
| Admin fee / account holder | $0 | $854-100.0% | $14,586-100.0% | $1,002-100.0% |