Filed September 20, 2022 (most recent of 2 filings on file)
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,897 | $79,694-14.8% | $96,192-29.4% | $79,389-14.5% |
| Participation rate | 99.5% | 54.0%+45.5pp | 68.4%+31.1pp | 70.7%+28.8pp |
| Annual return | 170.85% | 40.84%+130.0pp | 192.09%-21.2pp | 116.89%+54.0pp |
| Employer contribution / active EE | $3,942 | $1,443+173.2% | $2,799+40.8% | $2,428+62.4% |
| Participant deferral / active EE | $0 | $2,539-100.0% | $4,351-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $630-100.0% | $5,539-100.0% | $626-100.0% |