Filed July 20, 2021
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Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,078 | $106,110-83.9% | $147,005-88.4% | $77,671-78.0% |
| Participation rate | 100.0% | 78.4%+21.6pp | 82.2%+17.8pp | 70.6%+29.4pp |
| Annual return | 12.50% | 56.77%-44.3pp | 418.76%-406.3pp | 31.21%-18.7pp |
| Employer contribution / active EE | $2,162 | $4,065-46.8% | $4,934-56.2% | $2,726-20.7% |
| Participant deferral / active EE | $0 | $7,992-100.0% | $8,070-100.0% | $4,648-100.0% |
| Admin fee / account holder | $5 | $338-98.6% | $13,006-100.0% | $430-98.9% |