Filed October 1, 2021 (most recent of 2 filings on file)
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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 | $31,792 | $91,692-65.3% | $67,561-52.9% | $77,714-59.1% |
| Participation rate | 98.0% | 76.0%+22.0pp | 72.9%+25.1pp | 70.6%+27.4pp |
| Annual return | 12.60% | 14.88%-2.3pp | 3525.44%-3512.8pp | 31.26%-18.7pp |
| Employer contribution / active EE | $4,643 | $3,188+45.6% | $2,735+69.8% | $2,727+70.3% |
| Participant deferral / active EE | $0 | $3,912-100.0% | $4,003-100.0% | $4,649-100.0% |
| Admin fee / account holder | $0 | $245-100.0% | $4,006-100.0% | $433-100.0% |