Filed November 2, 2022 (most recent of 2 filings on file)
Total covered: 4,501 employees
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $52,729-100.0% | $151,941-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 12.6%-12.6pp |
| Annual return | 5.58% | 4.69%+0.9pp | 5.44%+0.1pp | 4.56%+1.0pp |
| Employer contribution / active EE | $7,206 | $15,631-53.9% | $25,481-71.7% | $15,526-53.6% |
| Participant deferral / active EE | $0 | $53-100.0% | $65-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $1,711-100.0% | $11,765-100.0% | $1,711-100.0% |