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 | $106,230+85.5% | $147,080+34.0% | $77,736+153.5% |
| Participation rate | 99.2% | 78.4%+20.8pp | 82.2%+17.0pp | 70.6%+28.6pp |
| Annual return | 10.94% | 56.91%-46.0pp | 420.17%-409.2pp | 31.26%-20.3pp |
| Employer contribution / active EE | $16,471 | $4,072+304.5% | $4,933+233.9% | $2,728+503.8% |
| Participant deferral / active EE | $0 | $8,001-100.0% | $8,066-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $338-100.0% | $12,989-100.0% | $433-100.0% |