Filed July 2, 2024
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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 | $20,943 | $85,171-75.4% | $172,753-87.9% | $72,976-71.3% |
| Participation rate | 89.6% | 70.1%+19.5pp | 82.6%+6.9pp | 69.5%+20.1pp |
| Annual return | 7.87% | 27.32%-19.5pp | 803.00%-795.1pp | 81.02%-73.1pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,446 | $3,260-25.0% | $5,198-52.9% | $3,608-32.2% |
| Admin fee / account holder | $138 | $5,880-97.7% | $13,956-99.0% | $5,124-97.3% |