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 | $55,423-97.4% | $155,602-99.1% | $74,400-98.1% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | -284.36% | 269.07%-553.4pp | 64.81%-349.2pp | 1367.51%-1651.9pp |
| Employer contribution / active EE | $5,732 | $2,266+153.0% | $4,675+22.6% | $2,624+118.4% |
| Participant deferral / active EE | $0 | $2,835-100.0% | $5,629-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $1,744-100.0% | $15,923-100.0% | $1,944-100.0% |