Filed December 29, 2023
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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 | $69,102 | $106,864-35.3% | $147,318-53.1% | $82,637-16.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 7.31% | 27.49%-20.2pp | 70.43%-63.1pp | 53.51%-46.2pp |
| Employer contribution / active EE | $7,465 | $3,417+118.5% | $4,593+62.5% | $2,552+192.5% |
| Participant deferral / active EE | $3,787 | $6,496-41.7% | $7,906-52.1% | $4,126-8.2% |
| Admin fee / account holder | $15 | $8,415-99.8% | $13,708-99.9% | $7,339-99.8% |