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 | $109,351 | $121,341-9.9% | $189,537-42.3% | $79,391+37.7% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.8%+12.2pp | 70.7%+29.3pp |
| Annual return | 10.97% | 21.08%-10.1pp | 555.34%-544.4pp | 116.88%-105.9pp |
| Employer contribution / active EE | $6,384 | $3,915+63.1% | $6,161+3.6% | $2,428+163.0% |
| Participant deferral / active EE | $0 | $6,395-100.0% | $8,220-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $651-100.0% | $12,048-100.0% | $627-100.0% |