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 | $332,426 | $164,350+102.3% | $95,968+246.4% | $106,273+212.8% |
| Participation rate | 99.9% | 90.5%+9.5pp | 77.1%+22.8pp | 70.8%+29.1pp |
| Annual return | 6.08% | 14.56%-8.5pp | 91.65%-85.6pp | 21.70%-15.6pp |
| Employer contribution / active EE | $11,059 | $4,292+157.7% | $2,542+335.1% | $2,722+306.2% |
| Participant deferral / active EE | $13,252 | $7,854+68.7% | $4,167+218.0% | $4,601+188.0% |
| Admin fee / account holder | $0 | $65-100.0% | $6,798-100.0% | $78-100.0% |