Filed April 11, 2023
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,656 | $69,248+100.2% | $64,101+116.3% | $139,466-0.6% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 67.57% | 45.95%+21.6pp | 33.72%+33.8pp | 373.66%-306.1pp |
| Employer contribution / active EE | $4,813 | $3,185+51.1% | $2,749+75.1% | $4,754+1.2% |
| Participant deferral / active EE | $15,701 | $4,682+235.3% | $3,881+304.6% | $6,712+133.9% |
| Admin fee / account holder | $0 | $4,247-100.0% | $3,070-100.0% | $11,409-100.0% |