Filed April 24, 2023
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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 | $11,494 | $46,173-75.1% | $170,439-93.3% | $69,631-83.5% |
| Participation rate | 99.3% | 63.9%+35.4pp | 83.6%+15.7pp | 70.7%+28.6pp |
| Annual return | 12.44% | 21.62%-9.2pp | 205.94%-193.5pp | 27571.02%-27558.6pp |
| Employer contribution / active EE | $1,353 | $1,610-15.9% | $5,433-75.1% | $2,032-33.4% |
| Participant deferral / active EE | $0 | $2,080-100.0% | $4,939-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $116-100.0% | $13,881-100.0% | $110-100.0% |