Filed August 31, 2022 (most recent of 3 filings on file)
Total covered: 1,021 employees
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,250 | $65,582+107.8% | $64,110+112.5% | $71,535+90.5% |
| Participation rate | 100.0% | 73.2%+26.8pp | 72.3%+27.7pp | 67.9%+32.1pp |
| Annual return | 11.49% | 18.96%-7.5pp | 33.75%-22.3pp | 28.97%-17.5pp |
| Employer contribution / active EE | $0 | $2,671-100.0% | $2,751-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $0 | $3,628-100.0% | $3,883-100.0% | $4,292-100.0% |
| Admin fee / account holder | $0 | $616-100.0% | $3,071-100.0% | $1,589-100.0% |