Filed April 14, 2022
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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 | $32,251 | $138,072-76.6% | $123,549-73.9% | $135,382-76.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -10.45% | 153.69%-164.1pp | 119.20%-129.6pp | 519.77%-530.2pp |
| Employer contribution / active EE | $2,639 | $5,152-48.8% | $4,628-43.0% | $4,779-44.8% |
| Participant deferral / active EE | $10,047 | $6,799+47.8% | $6,426+56.4% | $5,609+79.1% |
| Admin fee / account holder | $291 | $10,917-97.3% | $9,284-96.9% | $10,829-97.3% |