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 | $62,593 | $54,763+14.3% | $90,324-30.7% | $72,976-14.2% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 18.27% | 30.63%-12.4pp | 78.15%-59.9pp | 81.02%-62.7pp |
| Employer contribution / active EE | $5,848 | $2,093+179.4% | $2,856+104.8% | $2,440+139.7% |
| Participant deferral / active EE | $1,787 | $2,887-38.1% | $3,885-54.0% | $3,608-50.5% |
| Admin fee / account holder | $213 | $3,973-94.6% | $5,356-96.0% | $5,124-95.8% |