Filed March 31, 2023
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Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $17,532 | $70,917-75.3% | $98,920-82.3% | $73,493-76.1% |
| Participation rate | 100.0% | 73.8%+26.2pp | 76.0%+24.0pp | 70.7%+29.3pp |
| Annual return | 8.39% | 34.18%-25.8pp | 196.47%-188.1pp | 28.51%-20.1pp |
| Employer contribution / active EE | $2,778 | $2,037+36.4% | $2,689+3.3% | $2,270+22.4% |
| Participant deferral / active EE | $2,283 | $3,501-34.8% | $4,245-46.2% | $3,740-39.0% |
| Admin fee / account holder | $155 | $535-71.0% | $6,643-97.7% | $513-69.8% |