Filed January 6, 2023 (most recent of 2 filings on file)
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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 | $24,007 | $65,437-63.3% | $86,698-72.3% | $66,949-64.1% |
| Participation rate | 98.1% | 75.5%+22.7pp | 76.6%+21.6pp | 69.8%+28.3pp |
| Annual return | 0.00% | -10.91%+10.9pp | 35.96%-36.0pp | 1.57%-1.6pp |
| Employer contribution / active EE | $3,062 | $2,154+42.2% | $2,837+7.9% | $2,545+20.3% |
| Participant deferral / active EE | $0 | $4,102-100.0% | $4,656-100.0% | $4,239-100.0% |
| Admin fee / account holder | $0 | $642-100.0% | $7,492-100.0% | $594-100.0% |