Filed December 29, 2023
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,180 | $160,059-62.4% | $140,019-57.0% | $135,380-55.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -8.53% | 911.48%-920.0pp | 651.17%-659.7pp | 519.81%-528.3pp |
| Employer contribution / active EE | $4,859 | $6,420-24.3% | $5,605-13.3% | $4,779+1.7% |
| Participant deferral / active EE | $11,504 | $7,641+50.6% | $6,927+66.1% | $5,609+105.1% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,828-100.0% |