Filed July 22, 2021
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Employer 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 | $47,561 | $84,948-44.0% | $70,494-32.5% | $73,412-35.2% |
| Participation rate | 86.3% | 79.9%+6.3pp | 75.1%+11.2pp | 72.2%+14.1pp |
| Annual return | 13.52% | 13.39%+0.1pp | 109.16%-95.6pp | 59.30%-45.8pp |
| Employer contribution / active EE | $446 | $2,834-84.3% | $2,738-83.7% | $2,234-80.0% |
| Participant deferral / active EE | $2,036 | $3,387-39.9% | $3,711-45.1% | $3,806-46.5% |
| Admin fee / account holder | $0 | $98-100.0% | $3,848-100.0% | $158-100.0% |