Filed February 8, 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 | $20,993 | $56,894-63.1% | $84,753-75.2% | $62,881-66.6% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 1.76% | 6.30%-4.5pp | 22.78%-21.0pp | 20.14%-18.4pp |
| Employer contribution / active EE | $2,557 | $2,400+6.5% | $3,574-28.5% | $2,281+12.1% |
| Participant deferral / active EE | $2,323 | $2,709-14.3% | $3,712-37.4% | $3,203-27.5% |
| Admin fee / account holder | $67 | $3,581-98.1% | $5,333-98.7% | $4,296-98.4% |