Filed April 14, 2022 (most recent of 3 filings on file)
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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 | $46,253 | $92,684-50.1% | $82,706-44.1% | $134,509-65.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -22.01% | 945.84%-967.8pp | 701.76%-723.8pp | 418.13%-440.1pp |
| Employer contribution / active EE | $21,385 | $3,272+553.6% | $3,007+611.1% | $4,741+351.1% |
| Participant deferral / active EE | $9,597 | $4,800+99.9% | $4,394+118.4% | $6,400+49.9% |
| Admin fee / account holder | $27 | $5,982-99.6% | $5,329-99.5% | $11,427-99.8% |