Filed October 6, 2023 (most recent of 2 filings on file)
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Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,420 | $43,344+11.7% | $59,899-19.2% | $64,173-24.5% |
| Participation rate | 95.8% | 69.2%+26.7pp | 74.7%+21.1pp | 69.6%+26.3pp |
| Annual return | 1.62% | -1.55%+3.2pp | 3.46%-1.8pp | 7.63%-6.0pp |
| Employer contribution / active EE | $0 | $2,030-100.0% | $2,723-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $614 | $2,547-75.9% | $3,402-81.9% | $3,470-82.3% |
| Admin fee / account holder | $3 | $3,008-99.9% | $3,592-99.9% | $4,887-99.9% |