Filed January 4, 2023 (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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $170,810 | $56,894+200.2% | $84,753+101.5% | $62,881+171.6% |
| Participation rate | 94.6% | 68.5%+26.1pp | 76.6%+18.0pp | 69.3%+25.3pp |
| Annual return | 5.71% | 6.30%-0.6pp | 22.78%-17.1pp | 20.14%-14.4pp |
| Employer contribution / active EE | $8,843 | $2,400+268.5% | $3,574+147.4% | $2,281+287.7% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $0 | $3,581-100.0% | $5,333-100.0% | $4,296-100.0% |