Filed October 5, 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 | $197,023 | $106,264+85.4% | $147,117+33.9% | $77,762+153.4% |
| Participation rate | 99.2% | 78.4%+20.8pp | 82.2%+17.0pp | 70.6%+28.6pp |
| Annual return | 10.94% | 56.94%-46.0pp | 420.54%-409.6pp | 31.27%-20.3pp |
| Employer contribution / active EE | $16,471 | $4,074+304.3% | $4,932+233.9% | $2,728+503.8% |
| Participant deferral / active EE | $0 | $8,003-100.0% | $8,065-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $334-100.0% | $12,993-100.0% | $433-100.0% |