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 | $26,287 | $89,465-70.6% | $165,100-84.1% | $77,762-66.2% |
| Participation rate | 99.3% | 78.6%+20.6pp | 78.6%+20.6pp | 70.6%+28.7pp |
| Annual return | -4.03% | 28.86%-32.9pp | 70.21%-74.2pp | 31.27%-35.3pp |
| Employer contribution / active EE | $2,779 | $2,565+8.3% | $4,348-36.1% | $2,728+1.9% |
| Participant deferral / active EE | $0 | $4,904-100.0% | $6,035-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $340-100.0% | $12,696-100.0% | $433-100.0% |