Filed October 6, 2023 (most recent of 2 filings on file)
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,238 | $43,338+92.1% | $59,887+39.0% | $64,173+29.7% |
| Participation rate | 91.7% | 69.2%+22.5pp | 74.7%+17.0pp | 69.6%+22.1pp |
| Annual return | 1.61% | -1.55%+3.2pp | 3.46%-1.8pp | 7.63%-6.0pp |
| Employer contribution / active EE | $3,174 | $2,030+56.4% | $2,722+16.6% | $2,381+33.3% |
| Participant deferral / active EE | $0 | $2,547-100.0% | $3,402-100.0% | $3,470-100.0% |
| Admin fee / account holder | $4 | $3,007-99.9% | $3,591-99.9% | $4,887-99.9% |