Filed July 6, 2022
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Participant 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 | $48,969 | $42,990+13.9% | $61,048-19.8% | $67,582-27.5% |
| Participation rate | 98.2% | 72.4%+25.8pp | 79.3%+18.9pp | 71.3%+26.9pp |
| Annual return | 59.60% | 23.20%+36.4pp | 26.18%+33.4pp | 378.57%-319.0pp |
| Employer contribution / active EE | $6,776 | $1,969+244.2% | $3,716+82.3% | $2,148+215.5% |
| Participant deferral / active EE | $0 | $2,496-100.0% | $4,470-100.0% | $3,539-100.0% |
| Admin fee / account holder | $0 | $109-100.0% | $3,728-100.0% | $142-100.0% |