Filed April 9, 2024
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,298 | $46,877-39.6% | $122,354-76.9% | $70,126-59.6% |
| Participation rate | 100.0% | 58.2%+41.8pp | 71.6%+28.4pp | 69.5%+30.5pp |
| Annual return | 20.78% | 24.22%-3.4pp | 30.28%-9.5pp | 73.15%-52.4pp |
| Employer contribution / active EE | $1,825 | $1,288+41.7% | $4,051-54.9% | $2,343-22.1% |
| Participant deferral / active EE | $1,758 | $2,167-18.9% | $3,287-46.5% | $3,332-47.2% |
| Admin fee / account holder | $145 | $3,324-95.6% | $5,479-97.4% | $4,645-96.9% |