Filed December 14, 2022
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,445 | $60,128-67.7% | $90,440-78.5% | $79,852-75.6% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 20.06% | 71.95%-51.9pp | 1294.38%-1274.3pp | 31.72%-11.7pp |
| Employer contribution / active EE | $1,694 | $2,068-18.1% | $3,263-48.1% | $2,471-31.4% |
| Participant deferral / active EE | $2,065 | $2,939-29.7% | $3,964-47.9% | $3,740-44.8% |
| Admin fee / account holder | $59 | $3,977-98.5% | $5,615-99.0% | $5,306-98.9% |