Filed July 6, 2022
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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 | $2,368 | $43,483-94.6% | $54,726-95.7% | $64,173-96.3% |
| Participation rate | 100.0% | 72.2%+27.8pp | 79.1%+20.9pp | 69.6%+30.4pp |
| Annual return | 0.00% | -1.03%+1.0pp | -4.56%+4.6pp | 7.63%-7.6pp |
| Employer contribution / active EE | $4,100 | $2,632+55.8% | $3,449+18.9% | $2,381+72.2% |
| Participant deferral / active EE | $0 | $3,102-100.0% | $3,953-100.0% | $3,470-100.0% |
| Admin fee / account holder | $0 | $4,250-100.0% | $3,818-100.0% | $4,887-100.0% |