Filed May 24, 2022
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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 | $1,436 | $55,437-97.4% | $155,534-99.1% | $74,459-98.1% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | -284.36% | 269.58%-553.9pp | 64.92%-349.3pp | 1369.70%-1654.1pp |
| Employer contribution / active EE | $5,732 | $2,266+153.0% | $4,675+22.6% | $2,626+118.3% |
| Participant deferral / active EE | $0 | $2,837-100.0% | $5,630-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $1,742-100.0% | $15,900-100.0% | $1,945-100.0% |