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 | $319,691 | $143,368+123.0% | $87,102+267.0% | $89,609+256.8% |
| Participation rate | 99.4% | 88.2%+11.2pp | 76.9%+22.6pp | 69.6%+29.9pp |
| Annual return | 16.32% | 28.55%-12.2pp | 28.19%-11.9pp | 33.65%-17.3pp |
| Employer contribution / active EE | $10,803 | $4,012+169.3% | $2,521+328.4% | $2,584+318.0% |
| Participant deferral / active EE | $12,086 | $7,129+69.5% | $4,048+198.5% | $4,222+186.2% |
| Admin fee / account holder | $0 | $61-100.0% | $7,493-100.0% | $72-100.0% |