Filed September 24, 2021 (most recent of 4 filings on file)
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $318,869 | $42,772+645.5% | $87,502+264.4% | $55,167+478.0% |
| Participation rate | 100.0% | 66.5%+33.5pp | 73.8%+26.2pp | 69.0%+31.0pp |
| Annual return | 6.29% | 21.20%-14.9pp | 12.21%-5.9pp | 169.23%-162.9pp |
| Employer contribution / active EE | $9,484 | $1,277+642.8% | $2,550+272.0% | $1,963+383.2% |
| Participant deferral / active EE | $0 | $2,342-100.0% | $3,149-100.0% | $3,054-100.0% |
| Admin fee / account holder | $8 | $461-98.3% | $4,221-99.8% | $504-98.5% |