Filed December 30, 2022 (most recent of 2 filings on file)
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,416 | $45,438+48.4% | $80,004-15.7% | $59,633+13.1% |
| Participation rate | 98.6% | 63.7%+34.8pp | 73.0%+25.5pp | 68.7%+29.9pp |
| Annual return | -1.37% | 5.10%-6.5pp | 7.63%-9.0pp | 2041.45%-2042.8pp |
| Employer contribution / active EE | $2,791 | $1,236+125.8% | $2,473+12.9% | $2,203+26.7% |
| Participant deferral / active EE | $0 | $2,231-100.0% | $3,204-100.0% | $3,192-100.0% |
| Admin fee / account holder | $241 | $3,464-93.0% | $5,033-95.2% | $4,297-94.4% |