Filed June 24, 2022
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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 | $28,457 | $104,336-72.7% | $159,474-82.2% | $86,821-67.2% |
| Participation rate | 91.1% | 77.7%+13.4pp | 82.8%+8.3pp | 72.3%+18.8pp |
| Annual return | 38.09% | 26.32%+11.8pp | 263.68%-225.6pp | 97.94%-59.9pp |
| Employer contribution / active EE | $1,635 | $3,451-52.6% | $4,831-66.2% | $2,406-32.1% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $7,353-100.0% | $4,132-100.0% |
| Admin fee / account holder | $0 | $172-100.0% | $10,802-100.0% | $170-100.0% |