Filed June 12, 2023
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $238,965 | $78,419+204.7% | $133,982+78.4% | $73,415+225.5% |
| Participation rate | 99.8% | 78.6%+21.2pp | 79.8%+20.0pp | 72.2%+27.6pp |
| Annual return | 46.52% | 33.35%+13.2pp | 45.10%+1.4pp | 59.30%-12.8pp |
| Employer contribution / active EE | $1,337 | $2,044-34.6% | $3,919-65.9% | $2,234-40.1% |
| Participant deferral / active EE | $0 | $3,925-100.0% | $5,047-100.0% | $3,806-100.0% |
| Admin fee / account holder | $0 | $161-100.0% | $8,930-100.0% | $158-100.0% |