Filed September 19, 2023 (most recent of 3 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 | $0 | $75,962-100.0% | $154,111-100.0% | $64,173-100.0% |
| Participation rate | 0.0% | 70.4%-70.4pp | 83.0%-83.0pp | 69.6%-69.6pp |
| Annual return | 606.53% | 30.32%+576.2pp | 735.18%-128.7pp | 7.63%+598.9pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $78 | $3,175-97.5% | $5,081-98.5% | $3,470-97.7% |
| Admin fee / account holder | $0 | $5,589-100.0% | $13,411-100.0% | $4,887-100.0% |