Filed June 8, 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 | $27,613 | $78,275-64.7% | $109,173-74.7% | $86,821-68.2% |
| Participation rate | 99.3% | 73.8%+25.5pp | 75.9%+23.4pp | 72.3%+27.0pp |
| Annual return | 9.77% | 19.14%-9.4pp | 25.75%-16.0pp | 97.94%-88.2pp |
| Employer contribution / active EE | $944 | $3,105-69.6% | $3,723-74.6% | $2,406-60.8% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,654-100.0% | $4,132-100.0% |
| Admin fee / account holder | $0 | $198-100.0% | $6,755-100.0% | $170-100.0% |