Filed December 19, 2022
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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 | $12,875 | $125,778-89.8% | $114,563-88.8% | $154,746-91.7% |
| Participation rate | 0.0% | 75.2%-75.2pp | 72.9%-72.9pp | 80.7%-80.7pp |
| Annual return | 4.10% | 295.14%-291.0pp | 241.09%-237.0pp | 172.34%-168.2pp |
| Employer contribution / active EE | $0 | $2,806-100.0% | $2,592-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $0 | $4,445-100.0% | $4,142-100.0% | $6,730-100.0% |
| Admin fee / account holder | $0 | $8,190-100.0% | $7,623-100.0% | $14,365-100.0% |