Filed August 31, 2021
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Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,439 | $130,294-95.8% | $170,057-96.8% | $71,529-92.4% |
| Participation rate | 91.1% | 86.2%+4.9pp | 87.0%+4.1pp | 67.9%+23.2pp |
| Annual return | 7.92% | 20.36%-12.4pp | 53.42%-45.5pp | 28.97%-21.0pp |
| Employer contribution / active EE | $1,733 | $4,385-60.5% | $6,790-74.5% | $2,590-33.1% |
| Participant deferral / active EE | $0 | $6,928-100.0% | $10,411-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $966-100.0% | $12,826-100.0% | $1,588-100.0% |