Filed November 17, 2022 (most recent of 3 filings on file)
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Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,804 | $91,517-30.3% | $101,275-37.0% | $73,415-13.1% |
| Participation rate | 92.4% | 73.8%+18.6pp | 75.8%+16.6pp | 72.2%+20.2pp |
| Annual return | 9.04% | 17.17%-8.1pp | 46.46%-37.4pp | 59.30%-50.3pp |
| Employer contribution / active EE | $4,776 | $2,877+66.0% | $3,660+30.5% | $2,234+113.8% |
| Participant deferral / active EE | $0 | $3,338-100.0% | $4,370-100.0% | $3,806-100.0% |
| Admin fee / account holder | $0 | $216-100.0% | $5,948-100.0% | $158-100.0% |