Filed October 21, 2021 (most recent of 3 filings on file)
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Participant contribution per participant 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 | $158,321 | $55,449+185.5% | $83,831+88.9% | $56,289+181.3% |
| Participation rate | 99.5% | 68.0%+31.5pp | 76.1%+23.3pp | 69.9%+29.6pp |
| Annual return | 36.54% | -1.38%+37.9pp | 850.99%-814.5pp | -9.96%+46.5pp |
| Employer contribution / active EE | $3,879 | $2,430+59.6% | $3,631+6.8% | $2,111+83.7% |
| Participant deferral / active EE | $0 | $2,935-100.0% | $4,082-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $656-100.0% | $5,479-100.0% | $521-100.0% |