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 | $61,950 | $63,924-3.1% | $108,582-42.9% | $55,167+12.3% |
| Participation rate | 97.2% | 74.3%+22.9pp | 79.6%+17.7pp | 69.0%+28.2pp |
| Annual return | 30.27% | 15.31%+15.0pp | -51.70%+82.0pp | 169.23%-139.0pp |
| Employer contribution / active EE | $2,737 | $1,879+45.6% | $3,758-27.2% | $1,963+39.4% |
| Participant deferral / active EE | $0 | $3,067-100.0% | $4,311-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $618-99.9% | $7,645-100.0% | $504-99.9% |