Filed September 30, 2022 (most recent of 3 filings on file)
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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 | $120,742 | $106,247+13.6% | $147,096-17.9% | $77,714+55.4% |
| Participation rate | 93.2% | 78.4%+14.8pp | 82.2%+11.0pp | 70.6%+22.6pp |
| Annual return | -13.29% | 56.87%-70.2pp | 419.75%-433.0pp | 31.26%-44.5pp |
| Employer contribution / active EE | $4,767 | $4,069+17.2% | $4,936-3.4% | $2,727+74.8% |
| Participant deferral / active EE | $0 | $7,996-100.0% | $8,071-100.0% | $4,649-100.0% |
| Admin fee / account holder | $0 | $338-100.0% | $13,005-100.0% | $433-100.0% |