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 | $33,981-100.0% | $362,190-100.0% | $33,981-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.7%-16.7pp | 15.3%-15.3pp |
| Annual return | 3.62% | 9.00%-5.4pp | 51.06%-47.4pp | 9.75%-6.1pp |
| Employer contribution / active EE | $7,015 | $8,984-21.9% | $33,707-79.2% | $13,830-49.3% |
| Participant deferral / active EE | $0 | $42-100.0% | $191-100.0% | $110-100.0% |
| Admin fee / account holder | $0 | $2,810-100.0% | $354,836-100.0% | $2,810-100.0% |