Filed October 13, 2022
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Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,197 | $95,417+66.8% | $135,974+17.1% | $74,460+113.8% |
| Participation rate | 99.3% | 78.2%+21.1pp | 81.9%+17.4pp | 70.7%+28.6pp |
| Annual return | 28.04% | 32.76%-4.7pp | 68.30%-40.3pp | 34.38%-6.3pp |
| Employer contribution / active EE | $12,101 | $3,878+212.1% | $4,859+149.0% | $2,638+358.7% |
| Participant deferral / active EE | $14,506 | $7,789+86.2% | $7,760+86.9% | $4,530+220.2% |
| Admin fee / account holder | $11 | $266-96.0% | $10,767-99.9% | $348-96.9% |