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 | $213,063 | $60,989+249.3% | $60,919+249.7% | $66,949+218.2% |
| Participation rate | 89.0% | 74.5%+14.5pp | 73.1%+15.9pp | 69.8%+19.2pp |
| Annual return | -6.28% | -9.60%+3.3pp | 16.96%-23.2pp | 1.57%-7.9pp |
| Employer contribution / active EE | $3,936 | $2,661+47.9% | $2,704+45.6% | $2,545+54.6% |
| Participant deferral / active EE | $2,891 | $3,615-20.0% | $3,814-24.2% | $4,239-31.8% |
| Admin fee / account holder | $21 | $338-93.7% | $3,228-99.3% | $594-96.4% |