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 | $476,923 | $50,175+850.5% | $99,479+379.4% | $65,186+631.6% |
| Participation rate | 100.0% | 68.4%+31.6pp | 73.8%+26.2pp | 70.2%+29.8pp |
| Annual return | 24.87% | 25.36%-0.5pp | 30.72%-5.8pp | 29.39%-4.5pp |
| Employer contribution / active EE | $10,701 | $1,496+615.3% | $2,540+321.3% | $2,177+391.6% |
| Participant deferral / active EE | $0 | $2,748-100.0% | $3,619-100.0% | $3,514-100.0% |
| Admin fee / account holder | $16 | $398-95.9% | $6,253-99.7% | $847-98.1% |