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 | $10,007 | $37,196-73.1% | $154,114-93.5% | $55,725-82.0% |
| Participation rate | 99.4% | 64.1%+35.3pp | 83.0%+16.4pp | 70.9%+28.6pp |
| Annual return | -5.17% | 1319.68%-1324.9pp | 735.16%-740.3pp | 244.93%-250.1pp |
| Employer contribution / active EE | $1,550 | $1,614-4.0% | $5,298-70.7% | $2,078-25.4% |
| Participant deferral / active EE | $0 | $2,068-100.0% | $5,081-100.0% | $3,356-100.0% |
| Admin fee / account holder | $9 | $102-91.4% | $13,411-99.9% | $115-92.4% |