Filed November 2, 2022 (most recent of 2 filings on file)
Total covered: 4,501 employees
Employer contribution per participant 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 | $0 | $35,636-100.0% | $151,941-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 1.8%-1.8pp |
| Annual return | 9.60% | 17.94%-8.3pp | 5.44%+4.2pp | 7.18%+2.4pp |
| Employer contribution / active EE | $1,047 | $12,263-91.5% | $25,481-95.9% | $13,095-92.0% |
| Participant deferral / active EE | $0 | $388-100.0% | $65-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $11,765-100.0% | $362-100.0% |