Filed January 8, 2024 (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 | $242,927 | $106,280+128.6% | $96,538+151.6% | $139,487+74.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 9.21% | 38.48%-29.3pp | 35.74%-26.5pp | 373.84%-364.6pp |
| Employer contribution / active EE | $10,362 | $4,107+152.3% | $3,740+177.0% | $4,755+117.9% |
| Participant deferral / active EE | $3,000 | $5,457-45.0% | $4,880-38.5% | $6,713-55.3% |
| Admin fee / account holder | $66 | $7,888-99.2% | $6,737-99.0% | $11,407-99.4% |