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 | $55,458+152.5% | $76,030+84.2% | $77,762+80.1% |
| Participation rate | 98.8% | 63.6%+35.2pp | 69.1%+29.8pp | 70.6%+28.3pp |
| Annual return | -1.90% | 17.10%-19.0pp | 361.54%-363.4pp | 31.27%-33.2pp |
| Employer contribution / active EE | $9,428 | $1,792+426.0% | $2,688+250.8% | $2,728+245.6% |
| Participant deferral / active EE | $0 | $3,454-100.0% | $4,257-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $411-100.0% | $6,421-100.0% | $433-100.0% |