Filed February 22, 2023 (most recent of 2 filings on file)
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,743 | $51,466-81.1% | $78,778-87.6% | $62,293-84.4% |
| Participation rate | 98.4% | 59.8%+38.6pp | 69.2%+29.2pp | 69.5%+28.9pp |
| Annual return | 15.49% | 19.96%-4.5pp | 35.62%-20.1pp | 28.90%-13.4pp |
| Employer contribution / active EE | $101 | $827-87.8% | $1,986-94.9% | $2,042-95.1% |
| Participant deferral / active EE | $0 | $2,147-100.0% | $2,958-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $489-100.0% | $5,134-100.0% | $479-100.0% |