Filed August 11, 2023
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Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $317,758-100.0% | $310,574-100.0% | $330,599-100.0% |
| Participation rate | 0.0% | 62.9%-62.9pp | 57.3%-57.3pp | 43.7%-43.7pp |
| Annual return | -9.86% | 8.10%-18.0pp | 8.04%-17.9pp | 13.05%-22.9pp |
| Employer contribution / active EE | $0 | $44,198-100.0% | $42,693-100.0% | $37,664-100.0% |
| Participant deferral / active EE | $0 | $35-100.0% | $66-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $9,260-100.0% | $8,889-100.0% | $31,365-100.0% |