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 | $49,678 | $48,078+3.3% | $78,676-36.9% | $62,881-21.0% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 8.14% | 31.36%-23.2pp | 62.19%-54.0pp | 20.14%-12.0pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,850-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $5,700 | $2,587+120.3% | $3,517+62.1% | $3,203+78.0% |
| Admin fee / account holder | $168 | $3,206-94.8% | $4,510-96.3% | $4,296-96.1% |