Filed August 29, 2021
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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 | $50,342 | $101,539-50.4% | $147,041-65.8% | $74,400-32.3% |
| Participation rate | 99.3% | 75.5%+23.8pp | 82.2%+17.2pp | 67.2%+32.1pp |
| Annual return | 3.01% | 8740.84%-8737.8pp | 419.21%-416.2pp | 1367.51%-1364.5pp |
| Employer contribution / active EE | $11,703 | $3,811+207.1% | $4,935+137.2% | $2,624+345.9% |
| Participant deferral / active EE | $0 | $7,304-100.0% | $8,071-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $1,749-100.0% | $13,006-100.0% | $1,944-100.0% |