Filed December 14, 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 are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $43,650 | $88,581-50.7% | $74,184-41.2% | $65,292-33.1% |
| Participation rate | 84.1% | 86.2%-2.1pp | 76.6%+7.5pp | 72.4%+11.7pp |
| Annual return | 8.58% | 11.72%-3.1pp | 17.74%-9.2pp | 11.84%-3.3pp |
| Employer contribution / active EE | $1,771 | $3,021-41.4% | $2,370-25.3% | $2,302-23.1% |
| Participant deferral / active EE | $2,355 | $4,898-51.9% | $3,550-33.7% | $3,579-34.2% |
| Admin fee / account holder | $60 | $60+1.1% | $5,586-98.9% | $57+5.4% |