Filed June 1, 2022
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $428,637 | $106,236+303.5% | $112,270+281.8% | $64,829+561.2% |
| Participation rate | 99.5% | 71.7%+27.9pp | 75.1%+24.5pp | 71.5%+28.1pp |
| Annual return | 31.04% | -6.02%+37.1pp | 27.49%+3.5pp | 32.85%-1.8pp |
| Employer contribution / active EE | $896 | $3,167-71.7% | $3,635-75.3% | $2,507-64.2% |
| Participant deferral / active EE | $0 | $3,786-100.0% | $4,729-100.0% | $4,312-100.0% |
| Admin fee / account holder | $7 | $452-98.5% | $6,411-99.9% | $188-96.3% |