Filed April 13, 2023 (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 | $0 | $77,638-100.0% | $156,551-100.0% | $62,881-100.0% |
| Participation rate | 0.0% | 71.2%-71.2pp | 84.0%-84.0pp | 69.3%-69.3pp |
| Annual return | 1.29% | 50.33%-49.0pp | 32.23%-30.9pp | 20.14%-18.9pp |
| Employer contribution / active EE | $1,620 | $3,444-53.0% | $5,501-70.6% | $2,281-29.0% |
| Participant deferral / active EE | $1,626 | $3,046-46.6% | $4,871-66.6% | $3,203-49.2% |
| Admin fee / account holder | $0 | $5,561-100.0% | $13,028-100.0% | $4,296-100.0% |