Filed October 18, 2022 (most recent of 19 filings on file)
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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% | $3,402-100.0% | $4,033-100.0% |
| Admin fee / account holder | $0 | $31-99.5% | $3,592-100.0% | $68-99.8% |