Filed April 28, 2023 (most recent of 2 filings on file)
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,511 | $88,137+50.3% | $164,975-19.7% | $74,429+78.0% |
| Participation rate | 94.3% | 73.1%+21.2pp | 78.6%+15.7pp | 67.2%+27.1pp |
| Annual return | 35.31% | 17.13%+18.2pp | 70.12%-34.8pp | 1368.38%-1333.1pp |
| Employer contribution / active EE | $6,924 | $2,597+166.6% | $4,343+59.5% | $2,625+163.8% |
| Participant deferral / active EE | $0 | $4,501-100.0% | $6,033-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $2,231-100.0% | $12,688-100.0% | $1,944-100.0% |