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 | $90,742 | $81,494+11.3% | $133,978-32.3% | $73,497+23.5% |
| Participation rate | 98.8% | 76.4%+22.4pp | 79.8%+18.9pp | 70.7%+28.1pp |
| Annual return | 28.39% | 19.40%+9.0pp | 45.10%-16.7pp | 28.51%-0.1pp |
| Employer contribution / active EE | $8,503 | $2,210+284.8% | $3,919+117.0% | $2,270+274.6% |
| Participant deferral / active EE | $0 | $3,787-100.0% | $5,047-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $713-100.0% | $8,930-100.0% | $513-100.0% |