Filed April 2, 2024 (most recent of 2 filings on file)
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,172 | $82,523-59.8% | $115,752-71.3% | $70,126-52.7% |
| Participation rate | 71.9% | 74.0%-2.1pp | 77.8%-5.9pp | 69.5%+2.3pp |
| Annual return | 0.00% | 28.22%-28.2pp | 19.41%-19.4pp | 73.15%-73.1pp |
| Employer contribution / active EE | $407 | $2,758-85.3% | $3,492-88.4% | $2,343-82.6% |
| Participant deferral / active EE | $808 | $4,062-80.1% | $5,204-84.5% | $3,332-75.7% |
| Admin fee / account holder | $8 | $4,552-99.8% | $6,278-99.9% | $4,645-99.8% |