Filed March 2, 2022 (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 | $23,835 | $86,655-72.5% | $119,622-80.1% | $66,938-64.4% |
| Participation rate | 99.6% | 75.6%+24.0pp | 79.3%+20.3pp | 69.8%+29.8pp |
| Annual return | 20.30% | -8.00%+28.3pp | -14.98%+35.3pp | 1.58%+18.7pp |
| Employer contribution / active EE | $1,165 | $2,536-54.1% | $4,232-72.5% | $2,545-54.2% |
| Participant deferral / active EE | $0 | $4,358-100.0% | $5,601-100.0% | $4,238-100.0% |
| Admin fee / account holder | $0 | $755-100.0% | $10,328-100.0% | $594-100.0% |