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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,318 | $93,010-36.2% | $96,515-38.5% | $74,460-20.3% |
| Participation rate | 93.3% | 71.6%+21.7pp | 74.3%+18.9pp | 70.7%+22.5pp |
| Annual return | 10.14% | 37.50%-27.4pp | 35.73%-25.6pp | 34.38%-24.2pp |
| Employer contribution / active EE | $3,910 | $3,427+14.1% | $3,740+4.6% | $2,638+48.2% |
| Participant deferral / active EE | $0 | $3,971-100.0% | $4,880-100.0% | $4,530-100.0% |
| Admin fee / account holder | $0 | $633-100.0% | $6,735-100.0% | $348-100.0% |