Filed October 18, 2022 (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 | $3,280 | $54,726-94.0% | $68,793-95.2% | $64,181-94.9% |
| Participation rate | 86.7% | 68.0%+18.6pp | 72.2%+14.4pp | 69.6%+17.1pp |
| Annual return | -18.67% | -1.62%-17.1pp | -4.63%-14.0pp | 7.63%-26.3pp |
| Employer contribution / active EE | $1,153 | $1,846-37.6% | $2,625-56.1% | $2,381-51.6% |
| Participant deferral / active EE | $2,029 | $2,626-22.7% | $3,311-38.7% | $3,470-41.5% |
| Admin fee / account holder | $286 | $4,027-92.9% | $5,131-94.4% | $4,887-94.1% |