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 | $106,267+128.6% | $96,520+151.7% | $139,456+74.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 9.21% | 38.45%-29.2pp | 35.72%-26.5pp | 373.45%-364.2pp |
| Employer contribution / active EE | $10,362 | $4,105+152.4% | $3,739+177.2% | $4,753+118.0% |
| Participant deferral / active EE | $3,000 | $5,454-45.0% | $4,879-38.5% | $6,711-55.3% |
| Admin fee / account holder | $66 | $7,882-99.2% | $6,733-99.0% | $11,407-99.4% |