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 | $238,346 | $85,144+179.9% | $130,070+83.2% | $80,187+197.2% |
| Participation rate | 99.8% | 79.5%+20.3pp | 78.5%+21.3pp | 72.9%+26.9pp |
| Annual return | 11.27% | 23.78%-12.5pp | -137.40%+148.7pp | 40.40%-29.1pp |
| Employer contribution / active EE | $10,840 | $3,059+254.4% | $4,322+150.8% | $2,980+263.8% |
| Participant deferral / active EE | $0 | $4,992-100.0% | $5,821-100.0% | $5,016-100.0% |
| Admin fee / account holder | $0 | $392-100.0% | $10,600-100.0% | $145-100.0% |