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 | $207,321 | $121,599+70.5% | $135,998+52.4% | $103,657+100.0% |
| Participation rate | 77.2% | 76.2%+1.0pp | 81.9%-4.7pp | 73.4%+3.8pp |
| Annual return | 35.49% | 26.09%+9.4pp | 68.37%-32.9pp | 33.13%+2.4pp |
| Employer contribution / active EE | $105 | $4,627-97.7% | $4,860-97.8% | $3,216-96.7% |
| Participant deferral / active EE | $0 | $7,782-100.0% | $7,761-100.0% | $5,218-100.0% |
| Admin fee / account holder | $0 | $76-100.0% | $10,769-100.0% | $114-100.0% |