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 | $60,085 | $54,763+9.7% | $90,324-33.5% | $72,976-17.7% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 18.09% | 30.63%-12.5pp | 78.15%-60.1pp | 81.02%-62.9pp |
| Employer contribution / active EE | $0 | $2,093-100.0% | $2,856-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,068 | $2,887+75.5% | $3,885+30.4% | $3,608+40.5% |
| Admin fee / account holder | $144 | $3,973-96.4% | $5,356-97.3% | $5,124-97.2% |