Filed April 24, 2023
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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 | $8,624 | $37,117-76.8% | $147,618-94.2% | $55,191-84.4% |
| Participation rate | 98.7% | 63.6%+35.1pp | 84.6%+14.1pp | 69.2%+29.5pp |
| Annual return | 0.30% | 3.44%-3.1pp | 61.98%-61.7pp | 10.78%-10.5pp |
| Employer contribution / active EE | $1,371 | $1,620-15.4% | $5,565-75.4% | $1,899-27.8% |
| Participant deferral / active EE | $0 | $1,985-100.0% | $4,895-100.0% | $3,046-100.0% |
| Admin fee / account holder | $0 | $86-100.0% | $11,612-100.0% | $91-100.0% |