Filed May 10, 2023
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,659 | $106,749-65.7% | $145,433-74.8% | $82,448-55.5% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 58.90% | 27.59%+31.3pp | 66.58%-7.7pp | 41.64%+17.3pp |
| Employer contribution / active EE | $5,172 | $3,444+50.2% | $4,554+13.6% | $2,551+102.8% |
| Participant deferral / active EE | $0 | $6,519-100.0% | $7,897-100.0% | $4,139-100.0% |
| Admin fee / account holder | $228 | $8,390-97.3% | $13,129-98.3% | $7,234-96.8% |