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 | $364,666 | $171,796+112.3% | $111,319+227.6% | $106,520+242.3% |
| Participation rate | 99.8% | 88.6%+11.2pp | 77.3%+22.4pp | 71.3%+28.4pp |
| Annual return | 11.92% | 18.62%-6.7pp | 54.68%-42.8pp | 19.28%-7.4pp |
| Employer contribution / active EE | $10,415 | $4,687+122.2% | $2,732+281.3% | $2,840+266.7% |
| Participant deferral / active EE | $12,581 | $7,845+60.4% | $4,488+180.4% | $4,948+154.3% |
| Admin fee / account holder | $0 | $69-100.0% | $7,966-100.0% | $75-100.0% |