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 | $71,809 | $66,302+8.3% | $110,243-34.9% | $56,289+27.6% |
| Participation rate | 96.7% | 74.9%+21.8pp | 79.8%+16.9pp | 69.9%+26.8pp |
| Annual return | 11.20% | -1.18%+12.4pp | 314.76%-303.6pp | -9.96%+21.2pp |
| Employer contribution / active EE | $3,804 | $2,047+85.8% | $3,827-0.6% | $2,111+80.2% |
| Participant deferral / active EE | $0 | $3,381-100.0% | $4,672-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $698-100.0% | $8,548-100.0% | $521-100.0% |