Filed December 14, 2022
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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 | $8,787 | $58,311-84.9% | $81,882-89.3% | $80,959-89.1% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 10.71% | 41.85%-31.1pp | 779.47%-768.8pp | 35.67%-25.0pp |
| Employer contribution / active EE | $1,890 | $2,347-19.5% | $2,916-35.2% | $2,757-31.5% |
| Participant deferral / active EE | $1,606 | $3,287-51.1% | $4,323-62.9% | $4,300-62.7% |
| Admin fee / account holder | $64 | $4,752-98.7% | $7,360-99.1% | $6,925-99.1% |