Filed September 23, 2022 (most recent of 3 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 | $2,108 | $89,652-97.6% | $141,197-98.5% | $65,186-96.8% |
| Participation rate | 98.3% | 74.7%+23.6pp | 82.5%+15.8pp | 70.2%+28.1pp |
| Annual return | 0.00% | 32.79%-32.8pp | 71.41%-71.4pp | 29.39%-29.4pp |
| Employer contribution / active EE | $20,115 | $3,065+556.3% | $4,736+324.7% | $2,177+824.1% |
| Participant deferral / active EE | $0 | $5,691-100.0% | $6,710-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $569-100.0% | $10,265-100.0% | $847-100.0% |