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 | $65,084+253.3% | $67,681+239.7% | $64,340+257.3% |
| Participation rate | 95.7% | 66.7%+28.9pp | 73.7%+21.9pp | 55.2%+40.4pp |
| Annual return | 2.28% | 20.50%-18.2pp | 590.58%-588.3pp | 24.14%-21.9pp |
| Employer contribution / active EE | $4,963 | $2,398+106.9% | $2,678+85.3% | $1,862+166.6% |
| Participant deferral / active EE | $3,647 | $3,210+13.6% | $3,976-8.3% | $2,980+22.4% |
| Admin fee / account holder | $2 | $1,415-99.9% | $6,100-100.0% | $3,703-100.0% |