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 | $120,337 | $80,177+50.1% | $123,894-2.9% | $57,658+108.7% |
| Participation rate | 92.6% | 74.4%+18.2pp | 81.4%+11.2pp | 70.2%+22.4pp |
| Annual return | 17.59% | 17.90%-0.3pp | 47.52%-29.9pp | 5.13%+12.5pp |
| Employer contribution / active EE | $8,113 | $2,913+178.5% | $4,617+75.7% | $1,974+311.1% |
| Participant deferral / active EE | $0 | $5,130-100.0% | $5,984-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $106-100.0% | $8,357-100.0% | $95-100.0% |