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 | $68,025-100.0% | $220,428-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 38.3%-38.3pp | 43.5%-43.5pp | 13.5%-13.5pp |
| Annual return | 3.10% | 9.03%-5.9pp | 90.61%-87.5pp | 9.29%-6.2pp |
| Employer contribution / active EE | $85,714 | $14,065+509.4% | $32,730+161.9% | $15,168+465.1% |
| Participant deferral / active EE | $0 | $19-100.0% | $40-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $1,029-100.0% | $12,805-100.0% | $2,037-100.0% |