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 | $133,837 | $104,336+28.3% | $159,487-16.1% | $86,821+54.2% |
| Participation rate | 79.1% | 77.7%+1.4pp | 82.8%-3.7pp | 72.3%+6.8pp |
| Annual return | 13.66% | 26.32%-12.7pp | 263.71%-250.0pp | 97.94%-84.3pp |
| Employer contribution / active EE | $1,733 | $3,451-49.8% | $4,831-64.1% | $2,406-28.0% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $7,354-100.0% | $4,132-100.0% |
| Admin fee / account holder | $0 | $172-100.0% | $10,804-100.0% | $170-100.0% |