Filed September 20, 2022 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
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 | $34,365 | $40,435-15.0% | $80,648-57.4% | $74,473-53.9% |
| Participation rate | 98.7% | 47.4%+51.4pp | 67.0%+31.7pp | 70.7%+28.0pp |
| Annual return | -37.58% | 165.22%-202.8pp | 937.21%-974.8pp | 34.36%-71.9pp |
| Employer contribution / active EE | $3,565 | $1,498+138.0% | $2,724+30.9% | $2,638+35.1% |
| Participant deferral / active EE | $0 | $2,673-100.0% | $4,443-100.0% | $4,530-100.0% |
| Admin fee / account holder | $0 | $721-100.0% | $5,382-100.0% | $347-100.0% |