Filed November 15, 2022 (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 | $30,594 | $154,228-80.2% | $145,433-79.0% | $137,256-77.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 30.59% | 74.59%-44.0pp | 66.58%-36.0pp | 220.34%-189.7pp |
| Employer contribution / active EE | $12,500 | $4,804+160.2% | $4,554+174.5% | $4,156+200.8% |
| Participant deferral / active EE | $0 | $8,216-100.0% | $7,897-100.0% | $6,407-100.0% |
| Admin fee / account holder | $192 | $14,344-98.7% | $13,129-98.5% | $12,270-98.4% |