Filed July 7, 2022 (most recent of 2 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 | $79,468 | $167,533-52.6% | $151,645-47.6% | $134,545-40.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -22.45% | 7.81%-30.3pp | 3.34%-25.8pp | 418.37%-440.8pp |
| Employer contribution / active EE | $3,085 | $6,828-54.8% | $6,165-50.0% | $4,742-34.9% |
| Participant deferral / active EE | $6,283 | $8,985-30.1% | $8,363-24.9% | $6,401-1.9% |
| Admin fee / account holder | $0 | $13,781-100.0% | $11,614-100.0% | $11,431-100.0% |