Filed October 26, 2022
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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 | $97,591 | $88,087+10.8% | $164,866-40.8% | $74,546+30.9% |
| Participation rate | 97.5% | 73.1%+24.5pp | 78.6%+18.9pp | 67.2%+30.3pp |
| Annual return | -6.51% | 17.27%-23.8pp | 69.97%-76.5pp | 1366.03%-1372.5pp |
| Employer contribution / active EE | $4,025 | $2,595+55.1% | $4,343-7.3% | $2,624+53.4% |
| Participant deferral / active EE | $0 | $4,499-100.0% | $6,033-100.0% | $4,347-100.0% |
| Admin fee / account holder | $0 | $2,232-100.0% | $12,689-100.0% | $1,944-100.0% |