Filed June 1, 2022
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Employer contribution per participant 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,951 | $60,545-85.2% | $92,240-90.3% | $69,634-87.1% |
| Participation rate | 98.6% | 72.2%+26.5pp | 76.5%+22.1pp | 70.7%+27.9pp |
| Annual return | 0.00% | 19.71%-19.7pp | 176.29%-176.3pp | 27572.26%-27572.3pp |
| Employer contribution / active EE | $488 | $2,633-81.5% | $3,680-86.7% | $2,032-76.0% |
| Participant deferral / active EE | $0 | $2,828-100.0% | $3,897-100.0% | $3,224-100.0% |
| Admin fee / account holder | $16 | $145-88.7% | $5,194-99.7% | $110-85.1% |