Filed September 20, 2022 (most recent of 2 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 | $27,576 | $45,109-38.9% | $85,240-67.6% | $77,762-64.5% |
| Participation rate | 99.0% | 48.7%+50.3pp | 67.5%+31.4pp | 70.6%+28.4pp |
| Annual return | -20.59% | 79.55%-100.1pp | 66.75%-87.3pp | 31.27%-51.9pp |
| Employer contribution / active EE | $3,357 | $1,602+109.6% | $2,735+22.7% | $2,728+23.0% |
| Participant deferral / active EE | $0 | $2,814-100.0% | $4,527-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $915-100.0% | $6,165-100.0% | $433-100.0% |