Filed January 31, 2024 (most recent of 2 filings on file)
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Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,639 | $160,059-65.9% | $140,019-61.0% | $135,380-59.6% |
| Participation rate | 88.9% | 88.5%+0.4pp | 87.5%+1.4pp | 82.6%+6.2pp |
| Annual return | -2.80% | 911.48%-914.3pp | 651.17%-654.0pp | 519.81%-522.6pp |
| Employer contribution / active EE | $1,355 | $6,420-78.9% | $5,605-75.8% | $4,779-71.6% |
| Participant deferral / active EE | $1,489 | $7,641-80.5% | $6,927-78.5% | $5,609-73.4% |
| Admin fee / account holder | $9 | $13,328-99.9% | $10,705-99.9% | $10,828-99.9% |