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 | $106,749-35.3% | $145,433-52.5% | $82,448-16.2% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 7.31% | 27.59%-20.3pp | 66.58%-59.3pp | 41.64%-34.3pp |
| Employer contribution / active EE | $7,465 | $3,444+116.7% | $4,554+63.9% | $2,551+192.6% |
| Participant deferral / active EE | $3,787 | $6,519-41.9% | $7,897-52.0% | $4,139-8.5% |
| Admin fee / account holder | $15 | $8,390-99.8% | $13,129-99.9% | $7,234-99.8% |