Filed May 16, 2022 (most recent of 4 filings on file)
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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 | $28,820 | $60,165-52.1% | $74,184-61.1% | $55,167-47.8% |
| Participation rate | 98.7% | 74.2%+24.5pp | 76.6%+22.1pp | 69.0%+29.7pp |
| Annual return | -13.83% | 10.00%-23.8pp | 17.74%-31.6pp | 169.23%-183.1pp |
| Employer contribution / active EE | $5,562 | $1,600+247.7% | $2,370+134.7% | $1,963+183.4% |
| Participant deferral / active EE | $0 | $2,973-100.0% | $3,550-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $419-100.0% | $5,586-100.0% | $504-100.0% |