Filed July 6, 2022
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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 | $41,486 | $154,193-73.1% | $130,045-68.1% | $139,466-70.3% |
| Participation rate | 77.3% | 82.0%-4.7pp | 78.5%-1.2pp | 80.3%-3.1pp |
| Annual return | 0.00% | 32.51%-32.5pp | -137.30%+137.3pp | 373.66%-373.7pp |
| Employer contribution / active EE | $1,339 | $5,292-74.7% | $4,321-69.0% | $4,754-71.8% |
| Participant deferral / active EE | $1,505 | $6,709-77.6% | $5,820-74.1% | $6,712-77.6% |
| Admin fee / account holder | $179 | $13,989-98.7% | $10,600-98.3% | $11,409-98.4% |