Filed October 18, 2022 (most recent of 19 filings on file)
Annual investment return 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 | $38,591 | $97,136-60.3% | $59,899-35.6% | $73,367-47.4% |
| Participation rate | 100.0% | 65.8%+34.2pp | 74.7%+25.3pp | 69.5%+30.5pp |
| Annual return | -4.75% | -2.56%-2.2pp | 3.46%-8.2pp | 173.45%-178.2pp |
| Employer contribution / active EE | $4,084 | $4,492-9.1% | $2,723+50.0% | $2,499+63.4% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $3,403-100.0% | $4,033-100.0% |
| Admin fee / account holder | $0 | $31-99.5% | $3,592-100.0% | $68-99.8% |