Filed November 6, 2023 (most recent of 2 filings on file)
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Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,040 | $69,977-81.4% | $108,582-88.0% | $62,881-79.3% |
| Participation rate | 100.0% | 72.9%+27.1pp | 79.6%+20.4pp | 69.3%+30.7pp |
| Annual return | 3.05% | 10.73%-7.7pp | -51.70%+54.8pp | 20.14%-17.1pp |
| Employer contribution / active EE | $7,528 | $2,135+252.6% | $3,758+100.3% | $2,281+230.0% |
| Participant deferral / active EE | $0 | $3,165-100.0% | $4,311-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1 | $5,076-100.0% | $7,645-100.0% | $4,296-100.0% |