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 | $106,720 | $130,294-18.1% | $170,043-37.2% | $71,511+49.2% |
| Participation rate | 96.0% | 86.2%+9.8pp | 87.0%+9.0pp | 67.9%+28.0pp |
| Annual return | 9.86% | 20.36%-10.5pp | 53.40%-43.5pp | 28.86%-19.0pp |
| Employer contribution / active EE | $3,504 | $4,385-20.1% | $6,790-48.4% | $2,589+35.4% |
| Participant deferral / active EE | $0 | $6,928-100.0% | $10,410-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $966-100.0% | $12,824-100.0% | $1,588-100.0% |