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 | $179,877 | $65,322+175.4% | $70,494+155.2% | $73,497+144.7% |
| Participation rate | 87.0% | 77.0%+10.0pp | 75.1%+11.9pp | 70.7%+16.3pp |
| Annual return | 2.48% | 15.71%-13.2pp | 109.16%-106.7pp | 28.51%-26.0pp |
| Employer contribution / active EE | $3,789 | $2,460+54.0% | $2,738+38.4% | $2,270+66.9% |
| Participant deferral / active EE | $2,787 | $3,375-17.4% | $3,711-24.9% | $3,740-25.5% |
| Admin fee / account holder | $206 | $214-3.9% | $3,848-94.7% | $513-59.9% |