Filed September 22, 2021 (most recent of 4 filings on file)
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $271,855 | $120,321+125.9% | $147,117+84.8% | $99,313+173.7% |
| Participation rate | 80.2% | 73.4%+6.9pp | 82.2%-1.9pp | 71.7%+8.5pp |
| Annual return | 47.49% | 28.95%+18.5pp | 420.54%-373.1pp | 17.67%+29.8pp |
| Employer contribution / active EE | $207 | $4,158-95.0% | $4,932-95.8% | $3,264-93.7% |
| Participant deferral / active EE | $0 | $8,044-100.0% | $8,065-100.0% | $5,346-100.0% |
| Admin fee / account holder | $0 | $150-100.0% | $12,993-100.0% | $109-100.0% |