Filed September 30, 2022 (most recent of 3 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.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,182,861 | $95,438+1139.4% | $135,982+769.9% | $74,473+1488.3% |
| Participation rate | 0.0% | 78.2%-78.2pp | 81.9%-81.9pp | 70.7%-70.7pp |
| Annual return | 1.01% | 32.61%-31.6pp | 68.32%-67.3pp | 34.36%-33.4pp |
| Employer contribution / active EE | $3,489 | $3,878-10.0% | $4,859-28.2% | $2,638+32.2% |
| Participant deferral / active EE | $0 | $7,790-100.0% | $7,760-100.0% | $4,530-100.0% |
| Admin fee / account holder | $0 | $259-100.0% | $10,767-100.0% | $347-100.0% |