Filed May 24, 2022
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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,553 | $65,083-96.1% | $143,788-98.2% | $66,930-96.2% |
| Participation rate | 100.0% | 65.2%+34.8pp | 80.3%+19.7pp | 69.8%+30.2pp |
| Annual return | 0.00% | -11.13%+11.1pp | -0.03%0pp | 1.57%-1.6pp |
| Employer contribution / active EE | $5,859 | $2,361+148.1% | $4,952+18.3% | $2,545+130.2% |
| Participant deferral / active EE | $0 | $2,920-100.0% | $5,638-100.0% | $4,238-100.0% |
| Admin fee / account holder | $0 | $502-100.0% | $14,675-100.0% | $593-100.0% |