Filed February 22, 2022 (most recent of 2 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 | $201,926 | $2,687,218-92.5% | $164,975+22.4% | $199,921+1.0% |
| Participation rate | 99.0% | 78.3%+20.7pp | 78.6%+20.4pp | 72.0%+27.0pp |
| Annual return | -2.09% | 17.94%-20.0pp | 70.12%-72.2pp | 34.28%-36.4pp |
| Employer contribution / active EE | $10,230 | $2,958+245.8% | $4,343+135.6% | $3,035+237.0% |
| Participant deferral / active EE | $0 | $5,002-100.0% | $6,033-100.0% | $5,089-100.0% |
| Admin fee / account holder | $0 | $1,988-100.0% | $12,688-100.0% | $269-100.0% |