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 | $44,980-38.7% | $85,063-67.6% | $77,692-64.5% |
| Participation rate | 99.0% | 48.6%+50.3pp | 67.5%+31.5pp | 70.6%+28.4pp |
| Annual return | -20.59% | 79.13%-99.7pp | 66.54%-87.1pp | 31.25%-51.8pp |
| Employer contribution / active EE | $3,357 | $1,607+108.9% | $2,727+23.1% | $2,726+23.1% |
| Participant deferral / active EE | $0 | $2,804-100.0% | $4,523-100.0% | $4,648-100.0% |
| Admin fee / account holder | $0 | $911-100.0% | $6,155-100.0% | $431-100.0% |