Filed July 17, 2024 (most recent of 2 filings on file)
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Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $185,769 | $86,938+113.7% | $102,423+81.4% | $80,925+129.6% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 0.00% | 18.89%-18.9pp | 29.42%-29.4pp | 35.65%-35.6pp |
| Employer contribution / active EE | $178 | $2,369-92.5% | $3,023-94.1% | $2,756-93.5% |
| Participant deferral / active EE | $0 | $4,120-100.0% | $5,054-100.0% | $4,299-100.0% |
| Admin fee / account holder | $56 | $8,053-99.3% | $9,455-99.4% | $6,940-99.2% |