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 | $65,072+253.3% | $66,439+246.0% | $65,306+252.1% |
| Participation rate | 95.7% | 69.1%+26.6pp | 74.5%+21.2pp | 57.7%+38.0pp |
| Annual return | 2.28% | 21.50%-19.2pp | 757.66%-755.4pp | 21.94%-19.7pp |
| Employer contribution / active EE | $4,963 | $2,475+100.5% | $2,637+88.2% | $1,967+152.3% |
| Participant deferral / active EE | $3,647 | $3,234+12.8% | $3,876-5.9% | $2,959+23.2% |
| Admin fee / account holder | $2 | $1,323-99.9% | $6,173-100.0% | $3,480-100.0% |