Filed March 21, 2023
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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 | $23,761 | $73,149-67.5% | $120,580-80.3% | $77,762-69.4% |
| Participation rate | 97.5% | 55.2%+42.3pp | 72.0%+25.5pp | 70.6%+26.9pp |
| Annual return | 16.50% | 18.24%-1.7pp | 107.48%-91.0pp | 31.27%-14.8pp |
| Employer contribution / active EE | $3,384 | $1,793+88.7% | $3,469-2.5% | $2,728+24.0% |
| Participant deferral / active EE | $2,832 | $3,006-5.8% | $4,995-43.3% | $4,651-39.1% |
| Admin fee / account holder | $8 | $660-98.7% | $9,418-99.9% | $433-98.1% |