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 | $2,703,213-92.5% | $165,100+22.3% | $200,096+0.9% |
| Participation rate | 99.0% | 78.4%+20.5pp | 78.6%+20.4pp | 72.0%+27.0pp |
| Annual return | -2.09% | 17.97%-20.1pp | 70.21%-72.3pp | 34.26%-36.4pp |
| Employer contribution / active EE | $10,230 | $2,973+244.2% | $4,348+135.3% | $3,038+236.8% |
| Participant deferral / active EE | $0 | $5,021-100.0% | $6,035-100.0% | $5,090-100.0% |
| Admin fee / account holder | $0 | $1,999-100.0% | $12,696-100.0% | $269-100.0% |