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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,562 | $93,773+77.6% | $125,401+32.8% | $78,104+113.3% |
| Participation rate | 78.4% | 75.6%+2.8pp | 82.4%-4.0pp | 74.5%+3.9pp |
| Annual return | 37.79% | 277.78%-240.0pp | 572.53%-534.7pp | 10.90%+26.9pp |
| Employer contribution / active EE | $131 | $3,678-96.4% | $4,816-97.3% | $3,128-95.8% |
| Participant deferral / active EE | $0 | $6,971-100.0% | $7,448-100.0% | $5,089-100.0% |
| Admin fee / account holder | $0 | $67-100.0% | $10,008-100.0% | $79-100.0% |