Filed March 2, 2022 (most recent of 2 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,244 | $66,302-77.0% | $110,243-86.2% | $56,287-72.9% |
| Participation rate | 99.5% | 74.9%+24.6pp | 79.8%+19.7pp | 69.9%+29.6pp |
| Annual return | 6.34% | -1.18%+7.5pp | 314.76%-308.4pp | -9.96%+16.3pp |
| Employer contribution / active EE | $1,398 | $2,047-31.7% | $3,827-63.5% | $2,111-33.8% |
| Participant deferral / active EE | $0 | $3,381-100.0% | $4,672-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $698-100.0% | $8,548-100.0% | $521-100.0% |