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 | $116,135 | $83,090+39.8% | $130,062-10.7% | $71,529+62.4% |
| Participation rate | 95.4% | 74.1%+21.3pp | 78.5%+16.9pp | 67.9%+27.5pp |
| Annual return | -14.03% | 20.61%-34.6pp | -137.37%+123.3pp | 28.97%-43.0pp |
| Employer contribution / active EE | $8,014 | $2,624+205.5% | $4,322+85.4% | $2,590+209.4% |
| Participant deferral / active EE | $0 | $4,436-100.0% | $5,821-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $1,727-100.0% | $10,601-100.0% | $1,588-100.0% |