Filed April 14, 2022
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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 | $516,995 | $101,672+408.5% | $147,117+251.4% | $74,478+594.2% |
| Participation rate | 93.1% | 75.5%+17.6pp | 82.2%+10.9pp | 67.2%+25.9pp |
| Annual return | -8.58% | 8757.83%-8766.4pp | 420.54%-429.1pp | 1370.56%-1379.1pp |
| Employer contribution / active EE | $3,702 | $3,813-2.9% | $4,932-25.0% | $2,626+40.9% |
| Participant deferral / active EE | $0 | $7,305-100.0% | $8,065-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $1,753-100.0% | $12,993-100.0% | $1,946-100.0% |