Filed April 11, 2023
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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 | $130,437 | $84,708+54.0% | $75,714+72.3% | $167,536-22.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | -15.41% | 199.62%-215.0pp | 104.62%-120.0pp | 478.82%-494.2pp |
| Employer contribution / active EE | $3,921 | $3,231+21.4% | $2,744+42.9% | $4,839-19.0% |
| Participant deferral / active EE | $13,621 | $4,577+197.6% | $3,820+256.5% | $6,342+114.8% |
| Admin fee / account holder | $0 | $5,358-100.0% | $3,619-100.0% | $12,315-100.0% |