Filed February 1, 2023 (most recent of 6 filings on file)
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,923 | $102,661-70.9% | $151,645-80.3% | $66,949-55.3% |
| Participation rate | 76.6% | 85.5%-9.0pp | 87.5%-10.9pp | 69.8%+6.7pp |
| Annual return | -16.49% | -10.81%-5.7pp | 3.34%-19.8pp | 1.57%-18.1pp |
| Employer contribution / active EE | $0 | $4,184-100.0% | $6,165-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $3,607 | $6,645-45.7% | $8,363-56.9% | $4,239-14.9% |
| Admin fee / account holder | $14 | $630-97.7% | $11,614-99.9% | $594-97.6% |