Filed October 21, 2021 (most recent of 3 filings on file)
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Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $234,000 | $90,064+159.8% | $100,415+133.0% | $77,762+200.9% |
| Participation rate | 99.2% | 81.3%+18.0pp | 81.5%+17.7pp | 70.6%+28.7pp |
| Annual return | 8.15% | 20.61%-12.5pp | 49.47%-41.3pp | 31.27%-23.1pp |
| Employer contribution / active EE | $6,891 | $3,043+126.4% | $3,943+74.8% | $2,728+152.6% |
| Participant deferral / active EE | $0 | $8,282-100.0% | $8,091-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $172-100.0% | $7,906-100.0% | $433-100.0% |