Filed January 11, 2023 (most recent of 4 filings on file)
Total covered: 2 employees
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Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $229,913 | $64,705+255.3% | $62,929+265.4% | $67,986+238.2% |
| Participation rate | 95.7% | 65.6%+30.1pp | 73.1%+22.5pp | 57.2%+38.4pp |
| Annual return | 2.28% | 20.31%-18.0pp | 1063.93%-1061.6pp | 31.67%-29.4pp |
| Employer contribution / active EE | $4,963 | $2,376+108.9% | $2,505+98.2% | $2,019+145.9% |
| Participant deferral / active EE | $3,647 | $3,198+14.0% | $3,888-6.2% | $3,358+8.6% |
| Admin fee / account holder | $2 | $1,428-99.9% | $5,065-100.0% | $3,203-100.0% |