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 | $34,776 | $93,010-62.6% | $96,515-64.0% | $74,460-53.3% |
| Participation rate | 99.7% | 71.6%+28.2pp | 74.3%+25.4pp | 70.7%+29.0pp |
| Annual return | -1.38% | 37.50%-38.9pp | 35.73%-37.1pp | 34.38%-35.8pp |
| Employer contribution / active EE | $2,250 | $3,427-34.4% | $3,740-39.8% | $2,638-14.7% |
| Participant deferral / active EE | $0 | $3,971-100.0% | $4,880-100.0% | $4,530-100.0% |
| Admin fee / account holder | $0 | $633-100.0% | $6,735-100.0% | $348-100.0% |