Filed October 21, 2021 (most recent of 4 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 | $119,489 | $128,603-7.1% | $197,124-39.4% | $67,986+75.8% |
| Participation rate | 100.0% | 81.7%+18.3pp | 86.7%+13.3pp | 57.2%+42.8pp |
| Annual return | 13.21% | 23.77%-10.6pp | 44.34%-31.1pp | 31.67%-18.5pp |
| Employer contribution / active EE | $5,576 | $4,379+27.3% | $6,227-10.5% | $2,019+176.2% |
| Participant deferral / active EE | $0 | $6,840-100.0% | $9,135-100.0% | $3,358-100.0% |
| Admin fee / account holder | $0 | $3,035-100.0% | $16,298-100.0% | $3,203-100.0% |