Filed April 19, 2023
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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,110 | $58,347-93.0% | $85,705-95.2% | $86,821-95.3% |
| Participation rate | 96.6% | 64.9%+31.6pp | 69.9%+26.7pp | 72.3%+24.3pp |
| Annual return | 0.00% | 18.43%-18.4pp | 21.49%-21.5pp | 97.94%-97.9pp |
| Employer contribution / active EE | $3,968 | $1,751+126.7% | $2,619+51.5% | $2,406+64.9% |
| Participant deferral / active EE | $0 | $3,065-100.0% | $3,924-100.0% | $4,132-100.0% |
| Admin fee / account holder | $0 | $147-100.0% | $6,877-100.0% | $170-100.0% |