Filed October 6, 2022 (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 | $0 | $118,150-100.0% | $111,575-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 28.1%-28.1pp | 8.4%-8.4pp | 45.6%-45.6pp |
| Annual return | 6.37% | 34.58%-28.2pp | 18.87%-12.5pp | 4.16%+2.2pp |
| Employer contribution / active EE | $2,581 | $32,305-92.0% | $19,828-87.0% | $42,918-94.0% |
| Participant deferral / active EE | $0 | $88-100.0% | $68-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $350-100.0% | $262-100.0% | $21,465-100.0% |