Filed February 15, 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 | $140,039 | $55,441+152.6% | $76,002+84.3% | $77,671+80.3% |
| Participation rate | 98.8% | 63.6%+35.2pp | 69.1%+29.8pp | 70.6%+28.3pp |
| Annual return | -1.90% | 17.08%-19.0pp | 360.07%-362.0pp | 31.21%-33.1pp |
| Employer contribution / active EE | $9,428 | $1,789+426.8% | $2,688+250.7% | $2,726+245.8% |
| Participant deferral / active EE | $0 | $3,451-100.0% | $4,257-100.0% | $4,648-100.0% |
| Admin fee / account holder | $0 | $407-100.0% | $6,414-100.0% | $430-100.0% |