Filed September 30, 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,172 | $88,324+42.9% | $115,038+9.7% | $55,191+128.6% |
| Participation rate | 75.3% | 72.5%+2.8pp | 81.4%-6.1pp | 69.2%+6.1pp |
| Annual return | 18.51% | 6.30%+12.2pp | 26.14%-7.6pp | 10.78%+7.7pp |
| Employer contribution / active EE | $6,065 | $2,805+116.2% | $4,608+31.6% | $1,899+219.4% |
| Participant deferral / active EE | $0 | $5,042-100.0% | $6,026-100.0% | $3,046-100.0% |
| Admin fee / account holder | $0 | $105-100.0% | $8,175-100.0% | $91-100.0% |