Filed September 21, 2023 (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 | $44,404 | $201,372-77.9% | $184,260-75.9% | $145,884-69.6% |
| Participation rate | 82.6% | 87.5%-4.9pp | 86.8%-4.2pp | 80.3%+2.3pp |
| Annual return | 14.34% | 29.04%-14.7pp | 28.84%-14.5pp | 551.85%-537.5pp |
| Employer contribution / active EE | $769 | $7,024-89.0% | $6,427-88.0% | $4,662-83.5% |
| Participant deferral / active EE | $2,250 | $9,808-77.1% | $9,133-75.4% | $6,690-66.4% |
| Admin fee / account holder | $226 | $16,362-98.6% | $13,898-98.4% | $13,392-98.3% |