Filed August 31, 2021
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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 | $2,069 | $121,341-98.3% | $189,545-98.9% | $79,389-97.4% |
| Participation rate | 98.1% | 86.1%+12.0pp | 87.8%+10.3pp | 70.7%+27.4pp |
| Annual return | 0.00% | 21.08%-21.1pp | 555.36%-555.4pp | 116.89%-116.9pp |
| Employer contribution / active EE | $2,069 | $3,915-47.2% | $6,162-66.4% | $2,428-14.8% |
| Participant deferral / active EE | $0 | $6,395-100.0% | $8,220-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $651-100.0% | $12,049-100.0% | $626-100.0% |