Filed March 31, 2023
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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 | $23,471 | $78,562-70.1% | $105,608-77.8% | $74,429-68.5% |
| Participation rate | 100.0% | 72.8%+27.2pp | 75.3%+24.7pp | 67.2%+32.8pp |
| Annual return | 13.88% | 15.94%-2.1pp | 116.50%-102.6pp | 1368.38%-1354.5pp |
| Employer contribution / active EE | $3,266 | $2,521+29.5% | $3,167+3.1% | $2,625+24.4% |
| Participant deferral / active EE | $2,603 | $4,321-39.8% | $5,010-48.0% | $4,348-40.1% |
| Admin fee / account holder | $121 | $2,217-94.5% | $11,028-98.9% | $1,944-93.8% |