Filed September 23, 2022 (most recent of 3 filings on file)
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Annual investment return 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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $104,482-100.0% | $159,455-100.0% | $79,393-100.0% |
| Participation rate | 96.8% | 76.6%+20.2pp | 82.8%+14.0pp | 70.7%+26.1pp |
| Annual return | -174.08% | 67.96%-242.0pp | 263.63%-437.7pp | 116.87%-290.9pp |
| Employer contribution / active EE | $8,017 | $3,416+134.7% | $4,830+66.0% | $2,428+230.2% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $7,353-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $711-99.9% | $10,800-100.0% | $627-99.9% |