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 | $3,690 | $102,661-96.4% | $151,645-97.6% | $66,949-94.5% |
| Participation rate | 100.0% | 85.5%+14.5pp | 87.5%+12.5pp | 69.8%+30.2pp |
| Annual return | 11.79% | -10.81%+22.6pp | 3.34%+8.5pp | 1.57%+10.2pp |
| Employer contribution / active EE | $2,095 | $4,184-49.9% | $6,165-66.0% | $2,545-17.7% |
| Participant deferral / active EE | $0 | $6,645-100.0% | $8,363-100.0% | $4,239-100.0% |
| Admin fee / account holder | $0 | $630-100.0% | $11,614-100.0% | $594-100.0% |