Filed August 2, 2023
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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 | $28,393 | $142,361-80.1% | $119,608-76.3% | $134,509-78.9% |
| Participation rate | 70.0% | 82.8%-12.8pp | 79.3%-9.3pp | 81.2%-11.2pp |
| Annual return | -17.93% | -12.46%-5.5pp | -14.98%-2.9pp | 418.13%-436.1pp |
| Employer contribution / active EE | $3,730 | $5,224-28.6% | $4,232-11.9% | $4,741-21.3% |
| Participant deferral / active EE | $315 | $6,468-95.1% | $5,601-94.4% | $6,400-95.1% |
| Admin fee / account holder | $67 | $13,588-99.5% | $10,326-99.4% | $11,427-99.4% |