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 | $101,653-50.5% | $147,080-65.8% | $74,459-32.4% |
| Participation rate | 99.3% | 75.6%+23.8pp | 82.2%+17.2pp | 67.2%+32.1pp |
| Annual return | 3.01% | 8754.98%-8752.0pp | 420.17%-417.2pp | 1369.70%-1366.7pp |
| Employer contribution / active EE | $11,703 | $3,813+206.9% | $4,933+137.2% | $2,626+345.7% |
| Participant deferral / active EE | $0 | $7,304-100.0% | $8,066-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $1,752-100.0% | $12,989-100.0% | $1,945-100.0% |