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 | $22,075 | $72,620-69.6% | $90,756-75.7% | $66,930-67.0% |
| Participation rate | 100.0% | 73.7%+26.3pp | 75.7%+24.3pp | 69.8%+30.2pp |
| Annual return | -9.24% | -12.28%+3.0pp | -12.16%+2.9pp | 1.57%-10.8pp |
| Employer contribution / active EE | $3,713 | $2,369+56.7% | $2,922+27.1% | $2,545+45.9% |
| Participant deferral / active EE | $3,008 | $3,979-24.4% | $4,565-34.1% | $4,238-29.0% |
| Admin fee / account holder | $219 | $707-69.1% | $8,445-97.4% | $593-63.1% |