Filed April 19, 2022
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $95,776-100.0% | $162,185-100.0% | $77,775-100.0% |
| Participation rate | 0.0% | 88.6%-88.6pp | 87.6%-87.6pp | 73.2%-73.2pp |
| Annual return | -2.70% | 37.03%-39.7pp | 115.61%-118.3pp | 32.58%-35.3pp |
| Employer contribution / active EE | $975 | $3,874-74.8% | $5,613-82.6% | $2,504-61.1% |
| Participant deferral / active EE | $0 | $6,125-100.0% | $7,297-100.0% | $3,966-100.0% |
| Admin fee / account holder | $0 | $88-100.0% | $10,844-100.0% | $100-100.0% |