Filed July 4, 2023 (most recent of 2 filings on file)
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Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,611 | $72,177-86.7% | $115,038-91.6% | $59,633-83.9% |
| Participation rate | 83.3% | 72.6%+10.8pp | 81.4%+2.0pp | 68.7%+14.7pp |
| Annual return | -7.72% | 12.02%-19.7pp | 26.14%-33.9pp | 2041.45%-2049.2pp |
| Employer contribution / active EE | $1,373 | $2,841-51.7% | $4,608-70.2% | $2,203-37.7% |
| Participant deferral / active EE | $2,952 | $4,783-38.3% | $6,026-51.0% | $3,192-7.5% |
| Admin fee / account holder | $219 | $4,927-95.6% | $8,175-97.3% | $4,297-94.9% |