Filed June 8, 2022
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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 | $17,585 | $58,726-70.1% | $92,240-80.9% | $62,293-71.8% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | -43.15% | 43.62%-86.8pp | 176.29%-219.4pp | 28.90%-72.0pp |
| Employer contribution / active EE | $1,189 | $2,392-50.3% | $3,680-67.7% | $2,042-41.8% |
| Participant deferral / active EE | $0 | $2,766-100.0% | $3,897-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $556-100.0% | $5,194-100.0% | $479-100.0% |