Filed January 11, 2023 (most recent of 4 filings on file)
Total covered: 2 employees
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $214,754 | $74,706+187.5% | $75,731+183.6% | $79,389+170.5% |
| Participation rate | 81.8% | 75.3%+6.5pp | 74.8%+7.0pp | 70.7%+11.1pp |
| Annual return | 14.17% | 18.52%-4.3pp | 104.65%-90.5pp | 116.89%-102.7pp |
| Employer contribution / active EE | $3,502 | $2,590+35.2% | $2,743+27.7% | $2,428+44.2% |
| Participant deferral / active EE | $2,572 | $3,533-27.2% | $3,820-32.7% | $4,046-36.4% |
| Admin fee / account holder | $112 | $374-70.1% | $3,620-96.9% | $626-82.1% |