Filed May 16, 2022 (most recent of 2 filings on file)
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Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,630 | $158,852-93.3% | $121,220-91.2% | $135,380-92.1% |
| Participation rate | 87.5% | 79.3%+8.2pp | 71.8%+15.7pp | 82.6%+4.9pp |
| Annual return | -13.04% | -0.64%-12.4pp | 16.94%-30.0pp | 519.81%-532.9pp |
| Employer contribution / active EE | $1,192 | $5,666-79.0% | $4,023-70.4% | $4,779-75.1% |
| Participant deferral / active EE | $3,673 | $4,006-8.3% | $3,345+9.8% | $5,609-34.5% |
| Admin fee / account holder | $205 | $6,515-96.9% | $5,021-95.9% | $10,828-98.1% |