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.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $14,748 | $59,456-75.2% | $93,681-84.3% | $74,400-80.2% |
| Participation rate | 99.3% | 59.6%+39.6pp | 68.7%+30.5pp | 67.2%+32.1pp |
| Annual return | -9.84% | 82.00%-91.8pp | 133.47%-143.3pp | 1367.51%-1377.4pp |
| Employer contribution / active EE | $181 | $1,266-85.7% | $2,422-92.5% | $2,624-93.1% |
| Participant deferral / active EE | $0 | $3,052-100.0% | $4,415-100.0% | $4,348-100.0% |
| Admin fee / account holder | $4 | $3,026-99.9% | $8,290-99.9% | $1,944-99.8% |