Filed June 23, 2022
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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $11,485 | $47,456-75.8% | $172,753-93.4% | $77,775-85.2% |
| Participation rate | 77.0% | 66.3%+10.7pp | 82.6%-5.6pp | 73.2%+3.8pp |
| Annual return | 19.46% | 35.57%-16.1pp | 803.00%-783.5pp | 32.58%-13.1pp |
| Employer contribution / active EE | $910 | $1,574-42.2% | $5,144-82.3% | $2,504-63.7% |
| Participant deferral / active EE | $694 | $2,560-72.9% | $5,198-86.6% | $3,966-82.5% |
| Admin fee / account holder | $47 | $81-42.3% | $13,956-99.7% | $100-53.4% |