Filed April 27, 2022 (most recent of 2 filings on file)
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $39,463 | $41,647-5.2% | $96,171-59.0% | $86,821-54.5% |
| Participation rate | 63.8% | 50.3%+13.5pp | 68.4%-4.6pp | 72.3%-8.4pp |
| Annual return | 1.62% | 27.24%-25.6pp | 192.04%-190.4pp | 97.94%-96.3pp |
| Employer contribution / active EE | $4,179 | $1,328+214.7% | $2,799+49.3% | $2,406+73.7% |
| Participant deferral / active EE | $0 | $2,412-100.0% | $4,350-100.0% | $4,132-100.0% |
| Admin fee / account holder | $0 | $169-100.0% | $5,538-100.0% | $170-100.0% |