Filed October 26, 2022
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,917 | $57,108-17.8% | $94,229-50.2% | $52,331-10.3% |
| Participation rate | 96.6% | 72.9%+23.7pp | 78.8%+17.8pp | 68.1%+28.5pp |
| Annual return | 28.79% | 1.47%+27.3pp | 10.68%+18.1pp | 4.54%+24.3pp |
| Employer contribution / active EE | $4,219 | $1,735+143.1% | $3,587+17.6% | $1,882+124.2% |
| Participant deferral / active EE | $0 | $3,040-100.0% | $4,320-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $546-100.0% | $6,269-100.0% | $592-100.0% |