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 | $45,330 | $98,776-54.1% | $149,745-69.7% | $79,856-43.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 72.19% | 27.38%+44.8pp | 276.72%-204.5pp | 31.71%+40.5pp |
| Employer contribution / active EE | $1,239 | $3,217-61.5% | $4,646-73.3% | $2,471-49.9% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,843-100.0% | $3,741-100.0% |
| Admin fee / account holder | $1 | $6,053-100.0% | $9,312-100.0% | $5,306-100.0% |