Filed January 11, 2023 (most recent of 4 filings on file)
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Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $82,822 | $67,166+23.3% | $57,356+44.4% | $55,191+50.1% |
| Participation rate | 96.2% | 77.7%+18.5pp | 75.1%+21.1pp | 69.2%+27.1pp |
| Annual return | 54.67% | 4.22%+50.4pp | 24.41%+30.3pp | 10.78%+43.9pp |
| Employer contribution / active EE | $3,148 | $2,812+11.9% | $2,689+17.1% | $1,899+65.8% |
| Participant deferral / active EE | $59 | $2,835-97.9% | $3,162-98.1% | $3,046-98.1% |
| Admin fee / account holder | $0 | $44-100.0% | $3,357-100.0% | $91-100.0% |