Filed December 14, 2022
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,403 | $90,606-81.9% | $79,466-79.4% | $135,379-87.9% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -5.15% | 977.69%-982.8pp | 718.28%-723.4pp | 519.79%-524.9pp |
| Employer contribution / active EE | $1,678 | $3,068-45.3% | $2,800-40.1% | $4,779-64.9% |
| Participant deferral / active EE | $2,374 | $4,050-41.4% | $3,704-35.9% | $5,609-57.7% |
| Admin fee / account holder | $189 | $5,895-96.8% | $5,104-96.3% | $10,828-98.3% |