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 | $496,421 | $55,122+800.6% | $104,639+374.4% | $73,497+575.4% |
| Participation rate | 100.0% | 67.7%+32.3pp | 74.1%+25.9pp | 70.7%+29.3pp |
| Annual return | 15.06% | 24.77%-9.7pp | 340.67%-325.6pp | 28.51%-13.5pp |
| Employer contribution / active EE | $10,704 | $1,464+631.0% | $2,682+299.2% | $2,270+371.5% |
| Participant deferral / active EE | $0 | $2,919-100.0% | $3,738-100.0% | $3,740-100.0% |
| Admin fee / account holder | $7 | $423-98.3% | $6,465-99.9% | $513-98.6% |