Filed October 27, 2023
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,357 | $60,795-33.6% | $69,461-41.9% | $65,185-38.1% |
| Participation rate | 88.4% | 74.9%+13.5pp | 74.6%+13.8pp | 70.2%+18.2pp |
| Annual return | 17.01% | 17.46%-0.5pp | 28.97%-12.0pp | 29.38%-12.4pp |
| Employer contribution / active EE | $0 | $2,452-100.0% | $2,779-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $2,289 | $3,162-27.6% | $3,536-35.3% | $3,514-34.9% |
| Admin fee / account holder | $3 | $314-98.9% | $3,840-99.9% | $847-99.6% |