Filed October 1, 2021 (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 | $27,449 | $74,706-63.3% | $75,731-63.8% | $79,389-65.4% |
| Participation rate | 95.5% | 75.3%+20.2pp | 74.8%+20.7pp | 70.7%+24.8pp |
| Annual return | 12.15% | 18.52%-6.4pp | 104.65%-92.5pp | 116.89%-104.7pp |
| Employer contribution / active EE | $4,198 | $2,590+62.1% | $2,743+53.1% | $2,428+72.9% |
| Participant deferral / active EE | $0 | $3,533-100.0% | $3,820-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $374-100.0% | $3,620-100.0% | $626-100.0% |