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 | $70,505 | $67,396+4.6% | $60,919+15.7% | $134,545-47.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -60.46% | 50.12%-110.6pp | 16.96%-77.4pp | 418.37%-478.8pp |
| Employer contribution / active EE | $4,381 | $3,101+41.3% | $2,704+62.0% | $4,742-7.6% |
| Participant deferral / active EE | $14,550 | $4,534+220.9% | $3,814+281.4% | $6,401+127.3% |
| Admin fee / account holder | $0 | $4,590-100.0% | $3,228-100.0% | $11,431-100.0% |