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 | $230,322 | $76,112+202.6% | $96,544+138.6% | $71,529+222.0% |
| Participation rate | 99.5% | 74.4%+25.1pp | 76.0%+23.6pp | 67.9%+31.6pp |
| Annual return | 2.23% | 22.80%-20.6pp | 25.88%-23.6pp | 28.97%-26.7pp |
| Employer contribution / active EE | $5,513 | $2,248+145.2% | $2,966+85.8% | $2,590+112.9% |
| Participant deferral / active EE | $0 | $4,217-100.0% | $4,851-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $2,708-100.0% | $8,254-100.0% | $1,588-100.0% |