Filed November 29, 2021
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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 | $46,001 | $95,918-52.0% | $151,645-69.7% | $77,906-41.0% |
| Participation rate | 97.8% | 88.7%+9.0pp | 87.5%+10.3pp | 73.7%+24.1pp |
| Annual return | -45.30% | -5.50%-39.8pp | 3.34%-48.6pp | 12.16%-57.5pp |
| Employer contribution / active EE | $16,338 | $4,330+277.3% | $6,165+165.0% | $2,846+474.0% |
| Participant deferral / active EE | $0 | $7,508-100.0% | $8,363-100.0% | $4,805-100.0% |
| Admin fee / account holder | $0 | $93-100.0% | $11,614-100.0% | $133-100.0% |