Filed December 1, 2021 (most recent of 3 filings on file)
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Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,257 | $72,404-29.2% | $110,243-53.5% | $64,173-20.1% |
| Participation rate | 82.1% | 73.3%+8.7pp | 79.8%+2.2pp | 69.6%+12.5pp |
| Annual return | -6.38% | -6.29%-0.1pp | 314.76%-321.1pp | 7.63%-14.0pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,827-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,309 | $3,469-4.6% | $4,672-29.2% | $3,470-4.6% |
| Admin fee / account holder | $182 | $5,664-96.8% | $8,548-97.9% | $4,887-96.3% |