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 | $106,264+13.6% | $147,117-17.9% | $77,762+55.3% |
| Participation rate | 93.2% | 78.4%+14.7pp | 82.2%+11.0pp | 70.6%+22.6pp |
| Annual return | -13.29% | 56.94%-70.2pp | 420.54%-433.8pp | 31.27%-44.6pp |
| Employer contribution / active EE | $4,767 | $4,074+17.0% | $4,932-3.3% | $2,728+74.8% |
| Participant deferral / active EE | $0 | $8,003-100.0% | $8,065-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $334-100.0% | $12,993-100.0% | $433-100.0% |