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 | $65,350 | $34,634+88.7% | $77,100-15.2% | $64,824+0.8% |
| Participation rate | 98.5% | 49.8%+48.6pp | 67.9%+30.5pp | 71.5%+27.0pp |
| Annual return | 12.98% | -5.31%+18.3pp | 42.35%-29.4pp | 32.84%-19.9pp |
| Employer contribution / active EE | $5,166 | $1,385+273.0% | $2,815+83.5% | $2,507+106.1% |
| Participant deferral / active EE | $0 | $2,553-100.0% | $4,430-100.0% | $4,311-100.0% |
| Admin fee / account holder | $0 | $178-100.0% | $5,443-100.0% | $188-100.0% |