Filed July 20, 2022 (most recent of 7 filings on file)
Total covered: 137 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 | $0 | $71,025-100.0% | $219,466-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 32.7%-32.7pp | 44.6%-44.6pp | 12.6%-12.6pp |
| Annual return | -0.81% | 4.87%-5.7pp | 5.00%-5.8pp | 4.56%-5.4pp |
| Employer contribution / active EE | $80,000 | $14,613+447.5% | $35,918+122.7% | $15,526+415.3% |
| Participant deferral / active EE | $0 | $54-100.0% | $75-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $1,874-100.0% | $13,204-100.0% | $1,711-100.0% |