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 | $91,710-65.3% | $67,560-52.9% | $77,762-59.1% |
| Participation rate | 98.0% | 76.0%+22.0pp | 72.9%+25.1pp | 70.6%+27.4pp |
| Annual return | 12.60% | 14.88%-2.3pp | 3533.50%-3520.9pp | 31.27%-18.7pp |
| Employer contribution / active EE | $4,643 | $3,187+45.7% | $2,737+69.6% | $2,728+70.2% |
| Participant deferral / active EE | $0 | $3,911-100.0% | $4,004-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $245-100.0% | $3,994-100.0% | $433-100.0% |