Filed May 10, 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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,360 | $52,279+116.8% | $89,414+26.8% | $79,852+42.0% |
| Participation rate | 80.5% | 57.5%+22.9pp | 68.0%+12.5pp | 69.6%+10.8pp |
| Annual return | 0.00% | 22.16%-22.2pp | 245.50%-245.5pp | 31.72%-31.7pp |
| Employer contribution / active EE | $275 | $1,572-82.5% | $2,586-89.4% | $2,471-88.9% |
| Participant deferral / active EE | $0 | $2,740-100.0% | $3,890-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $3,356-100.0% | $4,883-100.0% | $5,306-100.0% |