Filed September 22, 2023 (most recent of 2 filings on file)
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Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $9,800 | $71,666-86.3% | $117,861-91.7% | $69,634-85.9% |
| Participation rate | 92.0% | 77.5%+14.4pp | 79.7%+12.3pp | 70.7%+21.3pp |
| Annual return | 21.18% | 18.86%+2.3pp | 335.11%-313.9pp | 27572.26%-27551.1pp |
| Employer contribution / active EE | $2,128 | $1,889+12.7% | $3,786-43.8% | $2,032+4.7% |
| Participant deferral / active EE | $474 | $3,340-85.8% | $4,482-89.4% | $3,224-85.3% |
| Admin fee / account holder | $77 | $120-35.6% | $8,021-99.0% | $110-29.8% |