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 | $67,594+240.1% | $77,361+197.2% | $69,733+229.7% |
| Participation rate | 95.7% | 71.7%+24.0pp | 75.0%+20.7pp | 62.5%+33.2pp |
| Annual return | 2.28% | 19.20%-16.9pp | 1011.54%-1009.3pp | 15.22%-12.9pp |
| Employer contribution / active EE | $4,963 | $2,649+87.4% | $2,990+66.0% | $2,250+120.6% |
| Participant deferral / active EE | $3,647 | $3,401+7.2% | $3,911-6.7% | $3,054+19.4% |
| Admin fee / account holder | $2 | $1,159-99.9% | $5,894-100.0% | $3,102-100.0% |