Filed January 2, 2024 (most recent of 7 filings on file)
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,915 | $45,152-0.5% | $73,836-39.2% | $59,633-24.7% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | 0.72% | 27.40%-26.7pp | 2268.06%-2267.3pp | 2041.45%-2040.7pp |
| Employer contribution / active EE | $0 | $1,901-100.0% | $2,787-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $6,523 | $2,573+153.5% | $3,583+82.1% | $3,192+104.4% |
| Admin fee / account holder | $57 | $3,515-98.4% | $4,882-98.8% | $4,297-98.7% |