Filed December 14, 2022
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,671 | $51,638-79.3% | $68,368-84.4% | $82,448-87.1% |
| Participation rate | 100.0% | 63.6%+36.4pp | 73.8%+26.2pp | 68.1%+31.9pp |
| Annual return | 14.97% | 37.53%-22.6pp | 292.57%-277.6pp | 41.64%-26.7pp |
| Employer contribution / active EE | $2,142 | $2,047+4.7% | $2,649-19.1% | $2,551-16.0% |
| Participant deferral / active EE | $2,331 | $2,914-20.0% | $4,123-43.5% | $4,139-43.7% |
| Admin fee / account holder | $282 | $4,643-93.9% | $5,150-94.5% | $7,234-96.1% |