Filed February 8, 2023
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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 | $35,159 | $104,479-66.3% | $159,474-78.0% | $79,391-55.7% |
| Participation rate | 100.0% | 76.6%+23.4pp | 82.8%+17.2pp | 70.7%+29.3pp |
| Annual return | 53.82% | 67.98%-14.2pp | 263.68%-209.9pp | 116.88%-63.1pp |
| Employer contribution / active EE | $3,114 | $3,417-8.9% | $4,831-35.5% | $2,428+28.3% |
| Participant deferral / active EE | $2,829 | $6,468-56.3% | $7,353-61.5% | $4,046-30.1% |
| Admin fee / account holder | $5 | $711-99.2% | $10,802-100.0% | $627-99.1% |