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 | $37,118-100.0% | $247,553-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 19.5%-19.5pp | 50.4%-50.4pp | 12.4%-12.4pp |
| Annual return | 5.18% | 10.14%-5.0pp | 32.33%-27.2pp | 9.89%-4.7pp |
| Employer contribution / active EE | $77,586 | $16,236+377.9% | $33,964+128.4% | $14,313+442.1% |
| Participant deferral / active EE | $0 | $27-100.0% | $43-100.0% | $71-100.0% |
| Admin fee / account holder | $0 | $1,345-100.0% | $10,141-100.0% | $9,084-100.0% |