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 | $32,014 | $38,365-16.6% | $84,637-62.2% | $65,186-50.9% |
| Participation rate | 97.7% | 55.7%+42.1pp | 68.2%+29.5pp | 70.2%+27.5pp |
| Annual return | -23.00% | 32.00%-55.0pp | 258.82%-281.8pp | 29.39%-52.4pp |
| Employer contribution / active EE | $5,633 | $1,258+347.6% | $2,653+112.3% | $2,177+158.8% |
| Participant deferral / active EE | $0 | $2,278-100.0% | $3,900-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $451-100.0% | $4,914-100.0% | $847-100.0% |