Filed December 30, 2022
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Participant contribution per participant 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 | $28,291 | $89,370-68.3% | $141,197-80.0% | $72,976-61.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 33.81% | 111.88%-78.1pp | 71.41%-37.6pp | 81.02%-47.2pp |
| Employer contribution / active EE | $2,588 | $3,115-16.9% | $4,736-45.4% | $2,440+6.0% |
| Participant deferral / active EE | $0 | $5,419-100.0% | $6,710-100.0% | $3,608-100.0% |
| Admin fee / account holder | $0 | $5,957-100.0% | $10,265-100.0% | $5,124-100.0% |