Filed March 17, 2022 (most recent of 7 filings on file)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $343,053 | $178,759+91.9% | $102,460+234.8% | $106,553+222.0% |
| Participation rate | 98.9% | 91.3%+7.6pp | 76.5%+22.4pp | 69.8%+29.0pp |
| Annual return | 7.69% | 17.23%-9.5pp | 29.47%-21.8pp | 17.37%-9.7pp |
| Employer contribution / active EE | $9,911 | $5,750+72.4% | $3,025+227.6% | $3,359+195.1% |
| Participant deferral / active EE | $13,153 | $9,466+39.0% | $5,056+160.1% | $5,562+136.5% |
| Admin fee / account holder | $0 | $62-100.0% | $9,460-100.0% | $80-100.0% |