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 | $55,402+152.8% | $76,089+84.0% | $77,714+80.2% |
| Participation rate | 98.8% | 63.6%+35.3pp | 69.1%+29.8pp | 70.6%+28.3pp |
| Annual return | -1.90% | 17.09%-19.0pp | 360.94%-362.8pp | 31.26%-33.2pp |
| Employer contribution / active EE | $9,428 | $1,789+426.9% | $2,690+250.5% | $2,727+245.7% |
| Participant deferral / active EE | $0 | $3,450-100.0% | $4,259-100.0% | $4,649-100.0% |
| Admin fee / account holder | $0 | $410-100.0% | $6,418-100.0% | $433-100.0% |