Filed April 1, 2022 (most recent of 3 filings on file)
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Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $186,381-100.0% | $428,620-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 28.2%-28.2pp | 46.0%-46.0pp | 13.0%-13.0pp |
| Annual return | 14.38% | 12.39%+2.0pp | 20.73%-6.3pp | 13.59%+0.8pp |
| Employer contribution / active EE | $3,976 | $14,456-72.5% | $36,503-89.1% | $14,592-72.8% |
| Participant deferral / active EE | $0 | $9-100.0% | $77-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $2,031-100.0% | $7,495-100.0% | $29,657-100.0% |