Filed February 16, 2024
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,747 | $121,599-18.0% | $135,998-26.7% | $103,657-3.8% |
| Participation rate | 98.0% | 76.2%+21.8pp | 81.9%+16.1pp | 73.4%+24.6pp |
| Annual return | 0.00% | 26.09%-26.1pp | 68.37%-68.4pp | 33.13%-33.1pp |
| Employer contribution / active EE | $12,848 | $4,627+177.7% | $4,860+164.4% | $3,216+299.6% |
| Participant deferral / active EE | $0 | $7,782-100.0% | $7,761-100.0% | $5,218-100.0% |
| Admin fee / account holder | $0 | $76-100.0% | $10,769-100.0% | $114-100.0% |