Filed January 30, 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 | $0 | $24,265-100.0% | $362,190-100.0% | $24,265-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 20.3%-20.3pp | 9.3%-9.3pp |
| Annual return | 3.62% | 9.34%-5.7pp | 64.23%-60.6pp | 9.76%-6.1pp |
| Employer contribution / active EE | $7,015 | $8,010-12.4% | $31,311-77.6% | $12,965-45.9% |
| Participant deferral / active EE | $0 | $51-100.0% | $251-100.0% | $143-100.0% |
| Admin fee / account holder | $0 | $4,785-100.0% | $354,836-100.0% | $4,785-100.0% |