Filed November 23, 2021 (most recent of 2 filings on file)
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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 | $36,437 | $46,534-21.7% | $64,097-43.2% | $75,177-51.5% |
| Participation rate | 71.1% | 65.9%+5.1pp | 72.3%-1.3pp | 67.2%+3.8pp |
| Annual return | 1.41% | 26.07%-24.7pp | 33.75%-32.3pp | 160.75%-159.3pp |
| Employer contribution / active EE | $2,611 | $1,976+32.1% | $2,750-5.1% | $2,671-2.3% |
| Participant deferral / active EE | $3,231 | $2,835+14.0% | $3,881-16.8% | $4,126-21.7% |
| Admin fee / account holder | $222 | $2,957-92.5% | $3,070-92.8% | $5,651-96.1% |